Soltis Investment Advisors’s Berto Acquisition Corp Unit TACOU Stock Holding History

Soltis Investment Advisors’s Portfolio TACOU Stock Details TACOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13,800	Closed	-$148K	–	560
2025 Q3	$148K	Buy	+13,800	New	+$148K	0.01%	460

Other funds holding TACOU

Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Soltis Investment Advisors's TACOU Position: Q4 2025 in Review

Soltis Investment Advisors sold out of Berto Acquisition Corp Unit (TACOU) in Q4 2025, closing a stake of 13,800 shares — an estimated $148K sold.

Soltis Investment Advisors first reported a position in TACOU in Q3 2025 and held it in 1 quarter. The position peaked at $148K in Q3 2025. 6 funds tracked by Wall St. Rank hold TACOU as of Q4 2025.

Soltis Investment Advisors reported no remaining Berto Acquisition Corp Unit position as of Q4 2025 after selling out during the quarter.
Soltis Investment Advisors sold 13,800 Berto Acquisition Corp Unit shares in Q4 2025, an estimated $148K.
Soltis Investment Advisors first reported a position in Berto Acquisition Corp Unit in Q3 2025 and held it in 1 quarter.
Soltis Investment Advisors's Berto Acquisition Corp Unit position peaked at $148K in Q3 2025.
6 funds tracked by Wall St. Rank held Berto Acquisition Corp Unit as of Q4 2025.

Based on Soltis Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.