ACIO ETF SER SOLUTIONS

Ownership history in GUARDIAN WEALTH ADVISORS, LLC / NC  ·  17 quarters on record

AI Ownership Summary

GUARDIAN WEALTH ADVISORS, LLC / NC reported ETF SER SOLUTIONS (ACIO) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.74% in 2023 Q4. The latest visible filing shows ACIO at 11.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ACIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GUARDIAN WEALTH ADVISORS, LLC / NC's position in ETF SER SOLUTIONS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ACIO was reported at 11.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.74% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GUARDIAN WEALTH ADVISORS, LLC / NC held ACIO — position size vs. price
% of Fund (quarterly)    ACIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,380,579 +12,444 +0.3% 11.89% $191.4M 2026-02-14 (Est.) $43.35
2025 Q3 ADDED 4,368,135 +101,087 +2.4% 12.30% $189.7M 2025-11-14 $43.48
2025 Q2 ADDED 4,267,048 +283,439 +7.1% 12.44% $176.7M 2025-08-14 $42.37
2025 Q1 ADDED 3,983,609 +86,163 +2.2% 12.33% $154.1M 2025-05-15 $40.08
2024 Q4 ADDED 3,897,446 +1,061,082 +37.4% 12.36% $156.8M 2025-02-14 $40.99
2024 Q3 ADDED 2,836,364 +125,625 +4.6% 11.96% $112.7M 2024-11-14 $40.52
2024 Q2 ADDED 2,710,739 +86,373 +3.3% 11.93% $102.0M 2024-08-14 $37.80
2024 Q1 ADDED 2,624,366 +95,490 +3.8% 11.57% $94.6M 2024-05-15 $36.25
2023 Q4 ADDED 2,528,876 +68,477 +2.8% 12.74% $83.9M 2024-02-14 $34.22
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GUARDIAN WEALTH ADVISORS, LLC / NC and ACIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has GUARDIAN WEALTH ADVISORS, LLC / NC reported owning ACIO?

GUARDIAN WEALTH ADVISORS, LLC / NC reported ACIO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ACIO position in GUARDIAN WEALTH ADVISORS, LLC / NC's portfolio?

The largest reported portfolio weight for ACIO was 12.74% in 2023 Q4.

What is the latest reported ACIO position on this page?

The most recent filing on this page is 2025 Q4, when GUARDIAN WEALTH ADVISORS, LLC / NC reported 4,380,579 shares, equal to 11.89% of portfolio, with an estimated market value of $191.4M.

What does the chart on this ACIO ownership page compare?

The chart compares GUARDIAN WEALTH ADVISORS, LLC / NC's quarterly ACIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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