Aptus Capital Advisors, LLC Incresed Positions in Q3 2024

Aptus Capital Advisors, LLC

  • $6.27 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
1.31M
+ 15.05%
$36.82 - $39.74 $48.1M - $51.9M
9.99M $397M
AAPL
Apple Inc.

Technology
131K
+ 21.23%
$207.23 - $234.82 $27.1M - $30.7M
747K $174M
DRSK
ETF Ser Solutions Aptus Define

ETFs
1.04M
+ 15.38%
$26.97 - $28.55 $28.1M - $29.7M
7.81M $221M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
556K
+ 6850.69%
$59.93 - $66.52 $33.3M - $37M
564K $37.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
383K
+ 164.44%
$77.02 - $85.06 $29.5M - $32.6M
616K $52.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
403K
+ 3013.18%
$76.94 - $79.54 $31M - $32.1M
417K $33.1M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.42M
+ 39.93%
$19.2 - $19.63 $27.3M - $28M
4.99M $97.6M
NVDA
Nvidia Corp

Technology
230K
+ 23.34%
$98.91 - $134.91 $22.8M - $31M
1.22M $148M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
918K
+ 38.02%
$24.62 - $25.59 $22.6M - $23.5M
3.33M $85M
SPYG
Spdr Portfolio

ETFs
303K
+ 17001.63%
$73.38 - $84.1 $22.2M - $25.5M
305K $25.3M
OSCV
Opus Small Cap Value ETF

ETFs
295K
+ 7.32%
$33.99 - $37.93 $10M - $11.2M
4.32M $162M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
875K
+ 38.03%
$22.51 - $23.57 $19.7M - $20.6M
3.18M $74.7M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
860K
+ 38.01%
$23.63 - $24.42 $20.3M - $21M
3.12M $76.1M
MSFT
Microsoft Corp

Technology
55.9K
+ 17.66%
$395.15 - $467.56 $22.1M - $26.1M
372K $160M
IWF
Ishares Russell 1000 Gr ETF

ETFs
48.4K
+ 587.13%
$332.02 - $382.76 $16.1M - $18.5M
56.6K $21.3M
AMZN
Amazon Com Inc

Consumer Cyclical
110K
+ 31.18%
$161.02 - $200.0 $17.7M - $22M
463K $86.3M
IBDV
Ishares Tr

Technology
717K
+ 38.02%
$21.11 - $22.24 $15.1M - $16M
2.6M $57.7M
BSCU
Invesco Exc Self Ind Tr

ETFs
917K
+ 37.67%
$16.19 - $17.05 $14.8M - $15.6M
3.35M $56.8M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
584K
+ 38.02%
$24.34 - $25.83 $14.2M - $15.1M
2.12M $54.5M
XLU
Utilities Sector Spdr

ETFs
193K
+ 2655.43%
$67.67 - $80.78 $13M - $15.6M
200K $16.1M
ELV
Elevance Health, Inc.

Healthcare
28.8K
+ 1133.46%
$500.12 - $562.29 $14.4M - $16.2M
31.3K $16.3M
META
Meta Platforms, Inc.

Communication Services
15.4K
+ 18.72%
$453.41 - $572.44 $7M - $8.83M
97.9K $56M
IDEV
Ishares Core Msci Intl Develop

ETFs
69.7K
+ 4.39%
$63.46 - $71.43 $4.42M - $4.98M
1.66M $117M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
134K
+ 11.75%
$60.84 - $67.51 $8.17M - $9.07M
1.28M $86.2M
AVGO
Broadcom Inc.

Technology
313K
+ 1087.62%
$136.27 - $1745.86 $42.6M - $546M
341K $58.9M
BSCV
Invesco ETF Self Indexed Fd Tr
667K
+ 37.66%
$15.89 - $16.79 $10.6M - $11.2M
2.44M $40.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
22.1K
+ 108.56%
$475.2 - $527.7 $10.5M - $11.7M
42.5K $22.4M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
591K
+ 37.62%
$18.12 - $18.92 $10.7M - $11.2M
2.16M $40.7M
TSLA
Tesla, Inc.

Consumer Cyclical
17K
+ 15.52%
$191.76 - $263.26 $3.26M - $4.48M
127K $33.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
267K
+ 710.68%
$37.37 - $41.82 $9.97M - $11.2M
304K $12.6M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
527K
+ 42.2%
$20.47 - $20.71 $10.8M - $10.9M
1.78M $36.7M
PGR
Progressive Corp

Financial Services
17.8K
+ 12.56%
$209.46 - $259.24 $3.72M - $4.6M
159K $40.4M
ITA
Ishares Tr

ETFs
73.2K
+ 11712.64%
$131.58 - $149.64 $9.63M - $11M
73.8K $11M
LMT
Lockheed Martin Corp

Industrials
9.35K
+ 21.0%
$460.3 - $584.56 $4.3M - $5.46M
53.9K $31.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
30.9K
+ 9.17%
$162.83 - $179.16 $5.03M - $5.53M
368K $65.9M
VEA
Vanguard Ftse Developed Market

ETFs
122K
+ 10.31%
$47.6 - $53.31 $5.82M - $6.52M
1.31M $69.1M
XLC
Select Sector Spdr Tr Communic

ETFs
113K
+ 6686.24%
$82.16 - $90.4 $9.26M - $10.2M
114K $10.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12.6K
+ 17.06%
$405.19 - $478.57 $5.11M - $6.04M
86.6K $39.8M
WMT
Walmart Inc.

Consumer Defensive
53.2K
+ 13.02%
$66.91 - $81.4 $3.56M - $4.33M
462K $37.3M
PWR
Quanta Services, Inc.

Industrials
31.7K
+ 790.78%
$239.58 - $298.23 $7.58M - $9.44M
35.7K $10.6M
CAT
Caterpillar Inc

Industrials
14.5K
+ 21.9%
$316.8 - $391.12 $4.59M - $5.66M
80.6K $31.5M
UNH
Unitedhealth Group Inc

Healthcare
9.33K
+ 17.62%
$488.01 - $604.18 $4.55M - $5.64M
62.3K $36.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
89.9K
+ 5.66%
$36.02 - $41.68 $3.24M - $3.75M
1.68M $69.2M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
342K
+ 29.09%
$24.39 - $25.28 $8.35M - $8.65M
1.52M $38.2M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
401K
+ 43.3%
$19.92 - $20.67 $7.98M - $8.28M
1.33M $27.3M
IVV
Ishares Core S&P 500 ETF

ETFs
14.8K
+ 305.2%
$520.18 - $576.82 $7.72M - $8.56M
19.7K $11.4M
JNJ
Johnson & Johnson

Healthcare
42.1K
+ 40.25%
$145.48 - $167.38 $6.12M - $7.04M
147K $23.8M
NFLX
Netflix Inc

Communication Services
11K
+ 68.48%
$598.55 - $722.26 $6.57M - $7.93M
27K $19.1M
PG
Procter & Gamble CO

Consumer Defensive
41.2K
+ 29.73%
$160.76 - $177.82 $6.63M - $7.33M
180K $31.2M
Activity Summary
Buys All Purchases 740 New Holdings 122 Increased Positions 618 Sells All Sells 280 Reductions 280 Sold out 0 Options Calls 1 Puts 0
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