ACIO — ETF SER SOLUTIONS

Ownership history in KFG WEALTH MANAGEMENT, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which KFG WEALTH MANAGEMENT, LLC reported a position in ETF SER SOLUTIONS (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
10.48% (2025 Q4)
Avg. % of fund
9.63%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,792,607 +154,498 +9.4% 10.48% $78.3M $43.70
2025 Q3 ADDED 1,638,109 +164,122 +11.1% 10.27% $71.1M $43.40
2025 Q2 ADDED 1,473,987 +100,758 +7.3% 9.81% $61.0M $41.34
2025 Q1 ADDED 1,373,229 +107,809 +8.5% 9.66% $53.1M $38.59
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Park Place Capital Corp 3Y 9.85% Sunburst Financial Group, LLC 3Y 9.24% Pandora Wealth, Inc. 8.65% GERBER, LLC 7.3% Bienville Capital Management, LLC 3Y 7Y 6.55%
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