Ownership history in MBE Wealth Management, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which MBE 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 282,974 | +11,022 | +4.1% | 5.18% | $12.4M | $43.70 |
| 2025 Q3 | REDUCED | 271,952 | -43,366 | -13.8% | 5.11% | $11.8M | $43.40 |
| 2025 Q2 | ADDED | 315,318 | +3,853 | +1.2% | 5.68% | $13.1M | $41.34 |
| 2025 Q1 | ADDED | 311,465 | +178,560 | +134.4% | 5.77% | $12.1M | $38.59 |
| 2024 Q4 | ADDED | 132,905 | +26,262 | +24.6% | 3.01% | $5.3M | $40.08 |
| 2024 Q3 | ADDED | 106,643 | +10,203 | +10.6% | 2.34% | $4.2M | $39.55 |
| 2024 Q2 | ADDED | 96,440 | +4,893 | +5.3% | 2.20% | $3.6M | $37.41 |
| 2024 Q1 | ADDED | 91,547 | +28,667 | +45.6% | 2.04% | $3.3M | $35.78 |
| 2023 Q4 | ADDED | 62,880 | +12,107 | +23.8% | 1.07% | $2.1M | $32.88 |
| 2023 Q3 | REDUCED | 50,773 | -33,439 | -39.7% | 0.89% | $1.5M | $30.11 |
As of 2025 Q4 — sorted by position size