Aptus Capital Advisors, LLC Incresed Positions in Q2 2025

Aptus Capital Advisors, LLC

  • $11.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPSE
J P Morgan Diversified Return

ETFs
1
+ 0.24%
$38.2 - $45.49 $38.2 - $45.5
417 $18K
Annaly Capital Management In
292
+ 2.61%
N/A
11.5K $0
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
6
+ 0.46%
$22.57 - $23.23 $135 - $139
1.31K $30K
Amplify ETF Tr
494
+ 127.32%
N/A
882 $0
Dimensional ETF Trust
1
+ 0.05%
N/A
1.96K $0
IPAC
Ishares Tr Ishares Core Msci P

ETFs
3
+ 5.66%
$55.73 - $68.72 $167 - $206
56 $3K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2
+ 1.06%
$23.29 - $23.38 $46.6 - $46.8
190 $4K
STRV
Ea Ser Tr Strive 500 ETF
200
+ 8.47%
N/A
2.56K $0
American Healthcare Reit Inc
25K
+ 9.65%
N/A
284K $0
Strategy Shs
153
+ 21.37%
N/A
869 $0
ETF Ser Solutions
920K
+ 109.8%
N/A
1.76M $0
QTUM
ETF Ser Solutions Defiance Qua
417
+ 30.91%
N/A
1.77K $0
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1
+ 0.33%
$61.03 - $67.59 $61 - $67.6
303 $19K
CDC
Victory Portfolios Ii Shs Inco

ETFs
2
+ 0.81%
$58.28 - $65.68 $117 - $131
248 $15K
IHE
Ishares Tr

ETFs
1
+ 1.16%
$61.0 - $68.22 $61 - $68.2
87 $5K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
3
+ 0.58%
$80.28 - $91.78 $241 - $275
524 $46K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
1
+ 0.06%
$19.43 - $20.13 $19.4 - $20.1
1.55K $30K
PJP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.49%
$74.59 - $84.45 $74.6 - $84.5
204 $16K
LEN
Lennar Corp

Consumer Cyclical
83
+ 3.36%
$102.76 - $115.66 $8.53K - $9.6K
2.55K $282K
MPLX
Mplx LP

Energy
101
+ 2.4%
$46.68 - $53.89 $4.71K - $5.44K
4.31K $222K
DTE
Dte Energy CO

Utilities
99
+ 3.32%
$127.39 - $139.49 $12.6K - $13.8K
3.08K $407K
KBH
Kb Home

Consumer Cyclical
14.7K
+ 9.67%
$50.15 - $58.93 $737K - $866K
167K $8.83M
TM
Toyota Motor Corp

Consumer Cyclical
12
+ 0.74%
$158.63 - $195.39 $1.9K - $2.34K
1.63K $280K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
2
+ 0.21%
$101.91 - $134.83 $204 - $270
937 $117K
OTIS
Otis Worldwide Corp

Industrials
155
+ 3.04%
$90.88 - $104.3 $14.1K - $16.2K
5.26K $520K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
35
+ 0.31%
$13.74 - $15.66 $481 - $548
11.4K $169K
VHT
Vanguard Health Care ETF

ETFs
33
+ 3.34%
$236.71 - $261.92 $7.81K - $8.64K
1.02K $253K
DVY
Ishares Tr

ETFs
48
+ 0.52%
$118.37 - $134.86 $5.68K - $6.47K
9.3K $1.23M
LCID
Lucid Group, Inc.

Consumer Cyclical
53
+ 0.17%
$2.1 - $2.96 $111 - $157
31.1K $65K
IYE
Ishares Tr

ETFs
7
+ 0.21%
$40.36 - $49.67 $283 - $348
3.38K $153K
MOH
Molina Healthcare, Inc.

Healthcare
8
+ 1.05%
$290.25 - $353.24 $2.32K - $2.83K
767 $228K
PDI
Pimco Dynamic Income Fund

Financial Services
37
+ 0.13%
$17.02 - $19.87 $630 - $735
28K $531K
IP
International Paper CO

Consumer Cyclical
240
+ 4.33%
$43.89 - $54.46 $10.5K - $13.1K
5.79K $271K
PLX
Protalix Bio Therapeutics, Inc.

Healthcare
915
+ 3.82%
$1.35 - $3.07 $1.24K - $2.81K
24.9K $36K
PRU
Prudential Financial Inc

Financial Services
15
+ 0.21%
$95.12 - $112.71 $1.43K - $1.69K
7.32K $786K
AON
Aon PLC

Financial Services
69
+ 4.83%
$335.85 - $398.81 $23.2K - $27.5K
1.5K $534K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.7K
+ 1398.54%
$87.84 - $1441.89 $588K - $9.66M
7.18K $646K
BP
Bp PLC

Energy
1.48K
+ 6.31%
$26.11 - $33.81 $38.6K - $50K
24.9K $746K
BAX
Baxter International Inc

Healthcare
4
+ 0.03%
$27.8 - $34.02 $111 - $136
12.5K $379K
ED
Consolidated Edison Inc

Utilities
249
+ 3.32%
$98.05 - $113.3 $24.4K - $28.2K
7.76K $778K
OXLC
Oxford Lane Capital Corp.

Financial Services
2.08K
+ 1.55%
$4.01 - $4.96 $8.32K - $10.3K
136K $571K
XEL
Xcel Energy Inc

Utilities
611
+ 1.52%
$65.65 - $72.39 $40.1K - $44.2K
40.8K $2.78M
GL
Globe Life Inc.

Financial Services
183
+ 1.34%
$113.29 - $133.09 $20.7K - $24.4K
13.8K $1.72M
OXY
Occidental Petroleum Corp

Energy
2.77K
+ 9.72%
$36.11 - $49.33 $100K - $137K
31.3K $1.31M
BRO
Brown & Brown, Inc.

Financial Services
13
+ 0.14%
$104.48 - $124.43 $1.36K - $1.62K
9.33K $1.03M
ET
Energy Transfer LP

Energy
22.2K
+ 1.92%
$15.65 - $18.93 $348K - $421K
1.18M $21.4M
VZ
Verizon Communications Inc

Communication Services
1.03K
+ 1.19%
$41.67 - $45.62 $42.8K - $46.9K
87.5K $3.79M
TRNO
Terreno Realty Corp

Real Estate
8.25K
+ 9.69%
$51.18 - $63.89 $422K - $527K
93.3K $5.23M
TPL
Texas Pacific Land Corp

Energy
56
+ 6.24%
$1036.28 - $1430.55 $58K - $80.1K
954 $1.01M
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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