Ownership history in United Advisor Group, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which United Advisor Group, LLC reported a position in APTUS COLLARED INVESTMENT OPPORTUNITY ETF (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 | 342,673 | +4,578 | +1.4% | 1.87% | $15.0M | $43.70 |
| 2025 Q3 | ADDED | 338,095 | +31,620 | +10.3% | 1.98% | $14.7M | $43.40 |
| 2025 Q2 | ADDED | 306,475 | +17,548 | +6.1% | 2.19% | $12.7M | $41.34 |
| 2025 Q1 | ADDED | 288,927 | +18,174 | +6.7% | 2.29% | $11.2M | $38.59 |
| 2024 Q4 | ADDED | 270,753 | +37,485 | +16.1% | 2.16% | $10.9M | $40.08 |
| 2024 Q3 | ADDED | 233,268 | +35,698 | +18.1% | 2.09% | $9.3M | $39.55 |
| 2024 Q2 | ADDED | 197,570 | +63,304 | +47.1% | 2.31% | $7.4M | $37.41 |
| 2024 Q1 | INITIATED | 134,266 | — | — | 1.82% | $4.8M | — |
As of 2025 Q4 — sorted by position size