ACIO — ETF SER SOLUTIONS

Ownership history in Sunpointe, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Sunpointe, 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
2.87% (2024 Q3)
Avg. % of fund
2.4%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 167,993 +15,002 +9.8% 2.43% $7.3M $43.70
2025 Q3 ADDED 152,991 +13,728 +9.9% 2.40% $6.6M $43.40
2025 Q2 ADDED 139,263 +8,764 +6.7% 2.29% $5.8M $41.34
2025 Q1 ADDED 130,499 +6,904 +5.6% 2.69% $5.0M $38.59
3 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% 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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