Aptus Capital Advisors, LLC Purchases in Q2 2025

Aptus Capital Advisors, LLC

  • $11.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
685
+ 10.05%
$46.77 - $47.89 $32K - $32.8K
7.5K $355K
SJNK
Spdr Bloomberg Short Term High

ETFs
1.23K
+ 366.96%
$24.12 - $25.48 $29.7K - $31.4K
1.57K $39K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
149
+ 3.37%
$47.24 - $58.55 $7.04K - $8.72K
4.57K $267K
FSIG
First Tr ETF Iv LTD Duration I
1.15K
+ 2.56%
$18.77 - $19.14 $21.6K - $22K
46.2K $882K
IYG
Ishares Tr

ETFs
178
+ 8.52%
$68.9 - $85.6 $12.3K - $15.2K
2.27K $194K
ROST
Ross Stores, Inc.

Consumer Cyclical
231
+ 6.97%
$126.62 - $154.26 $29.2K - $35.6K
3.54K $452K
FHN
First Horizon Corp

Financial Services
357
+ 2.99%
$16.21 - $21.2 $5.79K - $7.57K
12.3K $260K
VNQ
Vanguard Specialized Funds Van

ETFs
475
+ 5.06%
$79.79 - $91.42 $37.9K - $43.4K
9.86K $878K
CPHC
Canterbury Park Holding Corp

Consumer Cyclical
133
+ 0.31%
$16.9 - $19.62 $2.25K - $2.61K
43K $810K
SONY
Sony Group Corp

Technology
846
+ 9.17%
$21.24 - $26.88 $18K - $22.7K
10.1K $262K
FTHI
First Trust Exchange Traded Fd

ETFs
1.03K
+ 30.1%
$19.66 - $22.85 $20.2K - $23.4K
4.44K $101K
SNY
Sanofi

Healthcare
1.09K
+ 29.62%
$47.62 - $55.44 $51.8K - $60.3K
4.76K $230K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
143
+ 1.23%
$23.14 - $27.82 $3.31K - $3.98K
11.8K $321K
AIG
American International Group, Inc.

Financial Services
476
+ 4.35%
$77.56 - $87.72 $36.9K - $41.8K
11.4K $977K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
8
+ 0.19%
$54.28 - $67.95 $434 - $544
4.16K $282K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
1.28K
+ 30.22%
$19.78 - $21.29 $25.2K - $27.2K
5.5K $113K
VCR
Vanguard Consumer Discretionar

ETFs
35
+ 10.74%
$290.42 - $364.35 $10.2K - $12.8K
361 $130K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
3
+ 0.1%
$62.52 - $78.19 $188 - $235
2.97K $230K
DFIC
Dimensional ETF Tr Dimensional

ETFs
327
+ 8.22%
$24.94 - $31.15 $8.16K - $10.2K
4.31K $133K
REET
Ishares Global Reit ETF

ETFs
595
+ 3.0%
$21.59 - $25.16 $12.8K - $15K
20.4K $504K
CLX
Clorox CO

Consumer Defensive
1.93K
+ 25.04%
$118.01 - $148.69 $228K - $287K
9.65K $1.16M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
971
+ 1.02%
$19.44 - $19.56 $18.9K - $19K
95.9K $1.87M
CGCP
Capital Group Core Plus Income

ETFs
975
+ 22.03%
$21.92 - $22.56 $21.4K - $22K
5.4K $121K
EQIX
Equinix Inc

Real Estate
50
+ 5.49%
$740.07 - $914.43 $37K - $45.7K
961 $764K
SCHV
Schwab Strategic Tr Us Large C

ETFs
331
+ 2.71%
$23.55 - $27.67 $7.8K - $9.16K
12.5K $346K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
206
+ 11.48%
$49.48 - $61.22 $10.2K - $12.6K
2K $121K
FNDE
Schwab Fundamental Emerging Mk

ETFs
335
+ 7.08%
$26.66 - $33.09 $8.93K - $11.1K
5.06K $167K
FVD
First Tr Value Line Divid Inde

ETFs
465
+ 5.8%
$40.62 - $45.12 $18.9K - $21K
8.48K $379K
SMBK
Smartfinancial Inc.

Financial Services
18
+ 0.24%
$27.11 - $33.78 $488 - $608
7.55K $254K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
375
+ 5.66%
$49.57 - $50.27 $18.6K - $18.9K
7K $351K
IAU
Ishares Gold Trust

ETFs
57
+ 1.14%
$56.1 - $64.74 $3.2K - $3.69K
5.04K $314K
DUHP
Dimensional ETF Tr Dimensional

ETFs
550
+ 110.0%
$29.36 - $35.56 $16.1K - $19.6K
1.05K $37K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
812
+ 1.04%
$19.49 - $19.66 $15.8K - $16K
78.6K $1.54M
DFAX
Dimensional ETF Tr
65
+ 1.15%
$23.37 - $29.39 $1.52K - $1.91K
5.72K $168K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.13%
$105.2 - $141.69 $105 - $142
790 $111K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
578
+ 0.67%
$24.37 - $24.56 $14.1K - $14.2K
87.3K $2.14M
EUFN
Ishares Msci Europe Financials

ETFs
493
+ 44.02%
$24.77 - $32.27 $12.2K - $15.9K
1.61K $51K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
27
+ 12.22%
$160.63 - $257.78 $4.34K - $6.96K
248 $63K
STE
Steris PLC

Healthcare
8
+ 0.65%
$208.55 - $252.55 $1.67K - $2.02K
1.23K $296K
SHV
Ishares Tr

ETFs
162
+ 7.63%
$110.06 - $110.46 $17.8K - $17.9K
2.29K $252K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.11%
$150.43 - $192.71 $150 - $193
880 $169K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
5
+ 0.29%
$118.46 - $143.72 $592 - $719
1.75K $251K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.12%
$163.6 - $208.47 $164 - $208
824 $171K
NAK
Northern Dynasty Minerals LTD

Basic Materials
7.18K
+ 18.67%
$0.8 - $1.55 $5.74K - $11.1K
45.6K $61K
QPX
Advisorshares Tr Q Dynamic Gro

ETFs
439
New
$30.65 - $38.74 $13.5K - $17K
439 $17K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
62
+ 0.42%
$8.74 - $11.04 $542 - $684
15K $165K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
120
+ 0.95%
$121.58 - $136.74 $14.6K - $16.4K
12.8K $1.73M
IJK
Ishares S&P Midcap 400 Growth

ETFs
108
+ 11.92%
$73.7 - $90.98 $7.96K - $9.83K
1.01K $92K
MEAR
Blackrock Short Maturity Munic

ETFs
340
New
$49.74 - $50.27 $16.9K - $17.1K
340 $17K
Activity Summary
Buys All Purchases 843 New Holdings 128 Increased Positions 715 Sells All Sells 391 Reductions 391 Sold out 0 Options Calls 9 Puts 1
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