ACIO — ETF SER SOLUTIONS

Ownership history in Wealth Advisory Team LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Wealth Advisory Team 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
13.88% (2025 Q4)
Avg. % of fund
13.83%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 359,182 +3,007 +0.8% 13.88% $15.7M $43.70
2025 Q2 INITIATED 356,175 — — 13.79% $14.7M $41.34
% 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% 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% Bienville Capital Management, LLC 3Y 7Y 6.55%
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