Accretive Wealth Partners’s Usio Inc USIO Stock Holding History

Accretive Wealth Partners’s Portfolio USIO Stock Details USIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$44.4K	Buy	+16,500	New	+$39.5K	0.01%	171

Other funds holding USIO

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Accretive Wealth Partners's USIO Position: Q3 2026 in Review

Accretive Wealth Partners opened a new position in Usio Inc (USIO) in Q3 2026: 16,500 shares worth $44.4K. The stake represents 0.01% of the portfolio and ranks #171 among its holdings.

14 funds tracked by Wall St. Rank hold USIO as of Q3 2026.

Accretive Wealth Partners held 16,500 shares of Usio Inc worth $44.4K as of Q3 2026.
Usio Inc was a new Accretive Wealth Partners position in Q3 2026.
Usio Inc made up 0.01% of Accretive Wealth Partners's portfolio in Q3 2026, its #171 holding.
14 funds tracked by Wall St. Rank held Usio Inc as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.