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
BSJR
Invesco Indx Tr

ETFs
1.11K
+ 251.47%
$22.4 - $22.69 $24.8K - $25.2K
1.55K $34K
KIE
Spdr S&P Insurance ETF

ETFs
400
+ 400.0%
$54.24 - $60.81 $21.7K - $24.3K
500 $30K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
197
+ 12.09%
$110.75 - $119.78 $21.8K - $23.6K
1.83K $211K
SYF
Synchrony Financial

Financial Services
1.53K
+ 32.62%
$51.9 - $70.63 $79.3K - $108K
6.21K $328K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
1.09K
+ 2.63%
$23.49 - $23.77 $25.6K - $25.9K
42.5K $1M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
927
+ 20.14%
$24.29 - $24.65 $22.5K - $22.9K
5.53K $136K
EMR
Emerson Electric CO

Industrials
2.31K
+ 14.36%
$108.64 - $131.17 $251K - $303K
18.4K $2.02M
IYH
Ishares Tr

ETFs
31
+ 0.4%
$58.32 - $62.76 $1.81K - $1.95K
7.73K $470K
DHI
Horton D R Inc

Consumer Cyclical
494
+ 15.49%
$125.29 - $147.65 $61.9K - $72.9K
3.68K $468K
BSMU
Invesco Exchange Self Ind Tr

ETFs
1.04K
+ 22.4%
$21.49 - $22.03 $22.3K - $22.9K
5.68K $122K
EA
Electronic Arts Inc.

Communication Services
162
+ 10.51%
$116.53 - $146.29 $18.9K - $23.7K
1.7K $246K
STAG
Stag Industrial, Inc.

Real Estate
165
+ 2.44%
$32.39 - $37.07 $5.34K - $6.12K
6.92K $249K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
398
+ 16.62%
$39.65 - $43.35 $15.8K - $17.3K
2.79K $117K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
991
+ 11.36%
$22.66 - $23.19 $22.5K - $23K
9.71K $220K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
1.03K
+ 21.33%
$20.57 - $21.12 $21.1K - $21.7K
5.84K $120K
PNFP
Pinnacle Financial Partners Inc

Financial Services
331
+ 17.01%
$99.42 - $126.15 $32.9K - $41.8K
2.28K $241K
VT
Vanguard Total World Stk Index

ETFs
164
+ 35.34%
$115.08 - $123.97 $18.9K - $20.3K
628 $72K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
248
+ 15.72%
$55.47 - $61.45 $13.8K - $15.2K
1.83K $107K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
187
+ 86.57%
$90.18 - $98.47 $16.9K - $18.4K
403 $37K
PGEN
Precigen, Inc.

Healthcare
29
+ 0.07%
$1.07 - $2.03 $31 - $58.9
44.4K $66K
PLX
Protalix Bio Therapeutics, Inc.

Healthcare
575
+ 2.46%
$1.88 - $2.69 $1.08K - $1.55K
23.9K $61K
TRMB
Trimble Inc.

Technology
487
+ 15.52%
$65.52 - $77.49 $31.9K - $37.7K
3.63K $237K
SCHP
Schwab Strategic Us Tips ETF

ETFs
96
+ 0.97%
$25.69 - $26.89 $2.47K - $2.58K
10K $270K
AVDV
American Centy ETF Tr Avantis

ETFs
152
+ 24.32%
$63.74 - $71.96 $9.69K - $10.9K
777 $54K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
540
+ 8.27%
$21.77 - $22.56 $11.8K - $12.2K
7.07K $158K
KBH
Kb Home

Consumer Cyclical
17.8K
+ 13.26%
$57.73 - $70.05 $1.03M - $1.25M
152K $8.83M
ACWI
Ishares Msci Acwi ETF

ETFs
139
+ 4.87%
$115.16 - $124.13 $16K - $17.3K
3K $348K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
13
+ 0.48%
$47.39 - $54.26 $616 - $705
2.74K $142K
EW
Edwards Lifesciences Corp

Healthcare
385
+ 3.85%
$67.95 - $76.19 $26.2K - $29.3K
10.4K $752K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
346
+ 203.53%
$31.63 - $35.22 $10.9K - $12.2K
516 $16K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
473
+ 12.56%
$23.03 - $23.17 $10.9K - $11K
4.24K $97K
VOE
Vanguard Mid Cap Value Index F

ETFs
216
+ 1.13%
$156.61 - $168.02 $33.8K - $36.3K
19.3K $3.1M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
450
+ 28.64%
$23.19 - $23.5 $10.4K - $10.6K
2.02K $46K
FDS
Factset Research Systems Inc

Financial Services
50
+ 10.25%
$427.5 - $476.51 $21.4K - $23.8K
538 $244K
IHDG
Wisdomtree Tr

ETFs
228
+ 21.23%
$43.4 - $47.51 $9.9K - $10.8K
1.3K $56K
FNDA
Schwab Fundamental U S Small C

ETFs
748
+ 17.05%
$26.87 - $30.99 $20.1K - $23.2K
5.13K $140K
NU
Nu Holdings Ltd.

Financial Services
1.16K
+ 7.05%
$10.12 - $13.95 $11.8K - $16.2K
17.6K $180K
IVE
Ishares S&P 500 Value ETF

ETFs
68
+ 0.62%
$185.78 - $198.58 $12.6K - $13.5K
11K $2.09M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
115
+ 166.67%
$69.87 - $75.62 $8.04K - $8.7K
184 $13K
WBD
Warner Bros. Discovery, Inc.

Communication Services
599
+ 2.99%
$9.47 - $11.46 $5.67K - $6.86K
20.6K $221K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
112
+ 114.29%
$67.08 - $76.14 $7.51K - $8.53K
210 $15K
CBRE
Cbre Group, Inc.

Real Estate
77
+ 4.74%
$121.79 - $147.13 $9.38K - $11.3K
1.7K $222K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
442
+ 210.48%
$20.7 - $21.15 $9.15K - $9.35K
652 $13K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
130
+ 0.77%
$59.78 - $60.03 $7.77K - $7.8K
17K $1.02M
PHO
Invesco Exchange Traded Fd Tr

ETFs
175
+ 9.11%
$63.77 - $68.75 $11.2K - $12K
2.1K $135K
NRZ
New Residential Investment Corp.

Real Estate
1.13K
+ 8.72%
N/A
14.1K $102K
IYM
Ishares Tr

ETFs
55
+ 275.0%
$128.53 - $142.03 $7.07K - $7.81K
75 $10K
MARA
Marathon Digital Holdings, Inc.

Financial Services
373
+ 0.16%
N/A
231K $5.21M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
170
+ 166.67%
$49.6 - $50.28 $8.43K - $8.55K
272 $13K
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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