ACIO — Aptus Collared Investment Oppo

Ownership history in BOKF, NA  ·  3 quarters on record

This page tracks every 13F SEC filing in which BOKF, NA reported a position in Aptus Collared Investment Oppo (ACIO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,326 -17,130 -79.8% 0.00% $188K $43.40
2025 Q2 ADDED 21,456 +4,326 +25.3% 0.01% $888K $41.34
2025 Q1 INITIATED 17,130 — — 0.01% $663K $38.59
% of Fund (quarterly)    ACIO price (monthly, adj. close)

Other funds also holding ACIO

As of 2025 Q4 — sorted by position size

BROGAN FINANCIAL, INC. 3Y 36.69% Clarus Group, Inc. 3Y 17.06% Wealth Advisory Team LLC 13.88% GUARDIAN WEALTH ADVISORS, LLC / NC 3Y 11.89% Second Line Capital, LLC 11.24% KFG WEALTH MANAGEMENT, LLC 3Y 10.48% Park Place Capital Corp 3Y 9.85% Sunburst Financial Group, LLC 3Y 9.24% Pandora Wealth, Inc. 8.65% GERBER, LLC 7.3%
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