Aptus Capital Advisors, LLC Incresed Positions in Q1 2025

Aptus Capital Advisors, LLC

  • $8.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ARKG
Ark Genomic Revolution ETF (De

ETFs
2.96K
+ 607.8%
$20.76 - $29.81 $61.4K - $88.2K
3.45K $71K
DTE
Dte Energy CO

Utilities
56
+ 1.92%
$117.6 - $138.27 $6.59K - $7.74K
2.98K $411K
PFG
Principal Financial Group Inc

Financial Services
431
+ 13.86%
$76.34 - $89.04 $32.9K - $38.4K
3.54K $298K
MKL
Markel Corp

Financial Services
2
+ 0.54%
$1660.14 - $2059.83 $3.32K - $4.12K
369 $689K
PEY
Invesco Exchange Traded Fd Tr

ETFs
2.53K
+ 340.51%
$20.82 - $22.08 $52.7K - $55.9K
3.27K $70K
EPI
Wisdomtree Tr India Earnings F

ETFs
1.32K
+ 78.75%
$40.08 - $45.85 $53K - $60.7K
3K $131K
ENB
Enbridge Inc

Energy
775
+ 7.83%
$41.54 - $45.45 $32.2K - $35.2K
10.7K $472K
AM
Antero Midstream Corp

Energy
343
+ 2.21%
$15.47 - $18.04 $5.31K - $6.19K
15.8K $285K
VGLT
Vanguard Long Term Treasury Et

ETFs
861
+ 227.78%
$53.99 - $58.43 $46.5K - $50.3K
1.24K $71K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
810
+ 127.36%
$61.9 - $66.89 $50.1K - $54.2K
1.45K $91K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.94K
+ 11.67%
$51.45 - $58.51 $203K - $230K
37.7K $1.95M
VIS
Vanguard Industrial ETF

ETFs
197
+ 97.04%
$243.63 - $273.99 $48K - $54K
400 $99K
REET
Ishares Global Reit ETF

ETFs
1.75K
+ 9.64%
$23.24 - $25.16 $40.6K - $43.9K
19.8K $481K
KHC
Kraft Heinz CO

Consumer Defensive
1.68K
+ 12.9%
$28.51 - $32.22 $47.9K - $54.2K
14.7K $447K
SWK
Stanley Black & Decker, Inc.

Industrials
1.02K
+ 10.75%
$76.43 - $90.41 $78.2K - $92.5K
10.5K $810K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
14
+ 0.2%
$47.66 - $57.45 $667 - $804
7.09K $385K
CRF
Cornerstone Total Return Fund Inc

Financial Services
11.1K
+ 48.43%
$7.17 - $9.1 $79.8K - $101K
34.1K $244K
IWS
Ishares Russell Midcap Value E

ETFs
654
+ 5.75%
$122.59 - $135.24 $80.2K - $88.4K
12K $1.51M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
9
+ 0.02%
$42.18 - $45.16 $380 - $406
42.5K $1.88M
XLP
Consumer Staples Sector Spdr

ETFs
568
+ 15.79%
N/A
4.17K $316K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 105.97%
$40.15 - $47.73 $47.1K - $55.9K
2.28K $92K
BKR
Baker Hughes CO

Energy
363
+ 4.09%
$41.16 - $48.85 $14.9K - $17.7K
9.25K $406K
ADSK
Autodesk, Inc.

Technology
171
+ 11.6%
N/A
1.65K $404K
IJS
Ishares S&P Smallcap 600 Value

ETFs
521
+ 60.44%
$96.3 - $112.23 $50.2K - $58.5K
1.38K $134K
PDI
Pimco Dynamic Income Fund

Financial Services
36
+ 0.13%
$18.51 - $20.05 $666 - $722
28K $553K
EMB
Ishares Tr

ETFs
399
+ 15.43%
$88.64 - $92.03 $35.4K - $36.7K
2.99K $270K
EEM
Ishares Msci Emerging Markets

ETFs
489
+ 5.16%
$40.81 - $45.34 $20K - $22.2K
9.96K $435K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
347
+ 63.09%
$121.0 - $142.28 $42K - $49.4K
897 $111K
HUM
Humana Inc

Healthcare
99
+ 11.53%
$249.11 - $303.11 $24.7K - $30K
958 $253K
ARCC
Ares Capital Corp

Financial Services
717
+ 0.98%
$21.28 - $23.81 $15.3K - $17.1K
74K $1.64M
WAT
Waters Corp

Healthcare
104
+ 7.68%
$362.16 - $417.28 $37.7K - $43.4K
1.46K $537K
MET
Metlife Inc

Financial Services
676
+ 5.64%
$77.7 - $87.0 $52.5K - $58.8K
12.7K $1.02M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
850
+ 7.96%
$42.38 - $43.28 $36K - $36.8K
11.5K $490K
SRLN
Ssga Active Trust

ETFs
987
+ 9.12%
$41.02 - $41.99 $40.5K - $41.4K
11.8K $485K
ES
Eversource Energy

Utilities
50
+ 0.74%
$55.63 - $63.8 $2.78K - $3.19K
6.79K $421K
INDA
Ishares Msci India Index Fund

ETFs
725
+ 32.85%
$47.8 - $53.4 $34.7K - $38.7K
2.93K $150K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
388
+ 2.55%
$45.92 - $47.58 $17.8K - $18.5K
15.6K $740K
TDG
Trans Digm Group Inc

Industrials
7
+ 3.52%
$1251.32 - $1394.11 $8.76K - $9.76K
206 $284K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
605
+ 42.31%
$283.06 - $421.16 $171K - $255K
2.04K $576K
TPR
Tapestry, Inc.

Consumer Cyclical
211
+ 6.82%
$65.63 - $89.21 $13.8K - $18.8K
3.31K $232K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
1.15K
+ 2.09%
$23.55 - $23.74 $27.2K - $27.4K
56.3K $1.33M
EBAY
Ebay Inc

Consumer Cyclical
110
+ 3.04%
$61.61 - $70.93 $6.78K - $7.8K
3.73K $252K
COF
Capital One Financial Corp

Financial Services
127
+ 2.24%
$163.87 - $209.82 $20.8K - $26.6K
5.79K $1.04M
FNDX
Schwab Fundamental U S Large C

ETFs
1.3K
+ 4.05%
$23.03 - $25.01 $29.8K - $32.4K
33.2K $784K
VHT
Vanguard Health Care ETF

ETFs
66
+ 7.16%
$254.06 - $273.83 $16.8K - $18.1K
988 $261K
AOA
Ishares Tr Core Aggressive All

ETFs
353
+ 18.92%
$75.7 - $80.01 $26.7K - $28.2K
2.22K $169K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
1.24K
+ 1.45%
$24.41 - $24.65 $30.2K - $30.5K
86.8K $2.12M
HEFA
Ishares Currency Hedged Msci E

ETFs
512
+ 11.95%
$34.83 - $37.52 $17.8K - $19.2K
4.8K $174K
SMIN
Ishares Msci India Small Cap I

ETFs
380
+ 2533.33%
$61.54 - $77.16 $23.4K - $29.3K
395 $26K
Activity Summary
Buys All Purchases 757 New Holdings 99 Increased Positions 658 Sells All Sells 421 Reductions 421 Sold out 0 Options Calls 4 Puts 1
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