Aptus Capital Advisors, LLC Reduced Holdings in Q2 2025

Aptus Capital Advisors, LLC

  • $11.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.4K
- 7.47%
$248.61 - $294.96 $347K - $411K
17.3K $4.87M
BAR
Granite Shares Gold Trust

ETFs
-21.6K
- 38.67%
$29.34 - $33.87 $635K - $733K
34.3K $1.12M
XLV
Select Sector Spdr Fund Health

ETFs
-3.43K
- 33.07%
$128.77 - $144.3 $441K - $494K
6.93K $934K
IEF
Ishares Barclays

ETFs
-5.48K
- 18.06%
$93.15 - $96.56 $510K - $529K
24.9K $2.38M
OKE
Oneok Inc

Energy
-3.34K
- 40.22%
$78.71 - $100.37 $262K - $335K
4.96K $404K
POOL
Pool Corp

Industrials
-1.15K
- 45.46%
$285.0 - $325.66 $327K - $373K
1.38K $400K
EQAL
Invesco ETF

ETFs
-8.58K
- 80.43%
$41.38 - $49.24 $355K - $422K
2.09K $102K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-14.3K
- 26.37%
$24.14 - $25.43 $344K - $363K
39.8K $986K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1.14K
- 56.12%
$225.56 - $335.19 $258K - $383K
893 $212K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.85K
- 7.22%
$90.56 - $109.49 $711K - $859K
101K $11M
ITW
Illinois Tool Works Inc

Industrials
-1.26K
- 15.43%
$218.41 - $252.43 $276K - $319K
6.92K $1.71M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-7.56K
- 33.11%
$43.53 - $54.46 $329K - $412K
15.3K $831K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.5K
- 13.37%
$116.93 - $119.39 $293K - $299K
16.2K $1.93M
PFE
Pfizer Inc

Healthcare
-2.15K
- 1.1%
$21.59 - $24.84 $46.3K - $53.3K
193K $4.69M
KMB
Kimberly Clark Corp

Consumer Defensive
-151
- 0.83%
$126.84 - $145.22 $19.2K - $21.9K
18K $2.32M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-5.32K
- 3.36%
$50.52 - $50.92 $269K - $271K
153K $7.79M
BNL
Broadstone Net Lease, Inc.

Real Estate
-13.2K
- 40.78%
$14.72 - $17.13 $194K - $226K
19.2K $307K
MBB
Ishares Tr

ETFs
-2.56K
- 10.69%
$91.41 - $94.22 $234K - $241K
21.4K $2.01M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.35K
- 43.7%
$176.34 - $218.59 $238K - $296K
1.74K $378K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-4.09K
- 44.24%
$54.81 - $67.78 $224K - $277K
5.16K $349K
CAG
Conagra Brands Inc.

Consumer Defensive
-274
- 0.77%
$20.4 - $26.78 $5.59K - $7.34K
35.4K $725K
SPG
Simon Property Group Inc

Real Estate
-1.27K
- 41.26%
$140.37 - $171.44 $179K - $218K
1.81K $291K
BHP
Bhp Group LTD

Basic Materials
-4.36K
- 22.32%
$40.22 - $50.88 $175K - $222K
15.2K $729K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-73
- 4.6%
$483.07 - $625.6 $35.3K - $45.7K
1.51K $794K
EXC
Exelon Corp

Utilities
-3.73K
- 22.57%
$42.2 - $47.37 $157K - $176K
12.8K $554K
AMP
Ameriprise Financial Inc

Financial Services
-532
- 33.29%
$422.19 - $533.73 $225K - $284K
1.07K $568K
UL
Unilever PLC

Consumer Defensive
-4.37K
- 10.35%
$57.9 - $65.43 $253K - $286K
37.8K $2.31M
CSB
Victory Portf Ii Shs Us Small

ETFs
-3.44K
- 99.97%
$49.98 - $58.24 $172K - $200K
1 $0
SWK
Stanley Black & Decker, Inc.

Industrials
-1.42K
- 13.43%
$55.86 - $76.98 $79K - $109K
9.13K $618K
ARCC
Ares Capital Corp

Financial Services
-8.01K
- 10.82%
$18.91 - $22.43 $151K - $180K
66K $1.45M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-3.98K
- 28.6%
$53.75 - $67.21 $214K - $268K
9.95K $658K
GRMN
Garmin LTD

Technology
-665
- 18.74%
$173.63 - $218.07 $115K - $145K
2.88K $601K
TSN
Tyson Foods, Inc.

Consumer Defensive
-143
- 0.72%
$54.33 - $63.56 $7.77K - $9.09K
19.7K $1.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-6.99K
- 40.63%
$22.68 - $23.28 $159K - $163K
10.2K $237K
AFL
Aflac Inc

Financial Services
-82
- 0.31%
$99.77 - $112.45 $8.18K - $9.22K
26.2K $2.76M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.07K
- 6.69%
$83.97 - $92.85 $89.8K - $99.3K
14.9K $1.32M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.97K
- 48.92%
$45.2 - $46.6 $134K - $138K
3.1K $143K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-749
- 28.75%
$99.37 - $134.05 $74.4K - $100K
1.86K $210K
GPN
Global Payments Inc

Industrials
-258
- 4.2%
$67.47 - $99.6 $17.4K - $25.7K
5.88K $470K
KHC
Kraft Heinz CO

Consumer Defensive
-2.23K
- 15.14%
$25.61 - $30.81 $57.1K - $68.6K
12.5K $322K
SUB
Ishares Short Term National Mu

ETFs
-1.27K
- 9.6%
$104.77 - $106.34 $133K - $135K
12K $1.27M
EWJ
Ishares Msci Japan ETF

ETFs
-1.92K
- 63.01%
$61.32 - $75.28 $118K - $145K
1.13K $84K
MGV
Vanguard Mega Cap Value

ETFs
-996
- 29.93%
$114.87 - $131.25 $114K - $131K
2.33K $305K
CTRA
Coterra Energy Inc.

Energy
-2.11K
- 11.21%
$22.6 - $29.07 $47.6K - $61.2K
16.7K $423K
AZN
Astrazeneca PLC

Healthcare
-1.36K
- 20.38%
$64.87 - $75.0 $88.3K - $102K
5.32K $371K
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.01K
- 32.13%
$58.63 - $59.9 $118K - $120K
4.24K $253K
MCO
Moodys Corp

Financial Services
-354
- 17.81%
$396.7 - $501.59 $140K - $178K
1.63K $819K
VFH
Vanguard Financial ETF

ETFs
-876
- 37.37%
$104.87 - $127.3 $91.9K - $112K
1.47K $186K
AEP
American Electric Power CO Inc

Utilities
-233
- 1.83%
$98.59 - $109.11 $23K - $25.4K
12.5K $1.3M
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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