Aptus Capital Advisors, LLC Sells in Q1 2025

Aptus Capital Advisors, LLC

  • $8.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-372
- 1.51%
$77.67 - $90.15 $28.9K - $33.5K
24.3K $1.9M
BP
Bp PLC

Energy
-10.6K
- 31.04%
$29.93 - $35.31 $316K - $373K
23.5K $792K
URI
United Rentals, Inc.

Industrials
-94
- 5.39%
$594.17 - $789.56 $55.9K - $74.2K
1.65K $1.03M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-3.13K
- 3.97%
$26.53 - $29.63 $83.1K - $92.8K
75.7K $2.04M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-3.71K
- 17.77%
$48.34 - $49.66 $179K - $184K
17.2K $835K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-3.95K
- 36.69%
$47.35 - $48.24 $187K - $191K
6.82K $324K
SKYY
First Trust Cloud Computing Et

ETFs
-395
- 4.5%
$102.23 - $131.18 $40.4K - $51.8K
8.39K $857K
VV
Vanguard Large Cap ETF

ETFs
-277
- 3.14%
$253.32 - $282.66 $70.2K - $78.3K
8.55K $2.2M
HWM
Howmet Aerospace Inc.

Industrials
-2.18K
- 42.6%
$110.79 - $139.39 $242K - $304K
2.94K $381K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.04K
- 1.08%
$25.58 - $29.24 $26.7K - $30.5K
95.6K $2.51M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-6.87K
- 63.32%
$25.54 - $28.79 $175K - $198K
3.98K $110K
SOFI
So Fi Technologies, Inc.

Financial Services
-3.53K
- 10.53%
$11.18 - $18.03 $39.4K - $63.6K
30K $348K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-400
- 2.65%
$47.25 - $67.02 $18.9K - $26.8K
14.7K $699K
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.73K
- 92.5%
$89.27 - $92.9 $154K - $160K
140 $12K
RF
Regions Financial Corp

Financial Services
-1.29K
- 1.85%
$20.84 - $24.77 $26.8K - $31.9K
68.1K $1.48M
SNPS
Synopsys Inc

Technology
-50
- 2.19%
$428.58 - $551.54 $21.4K - $27.6K
2.24K $959K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-724
- 0.96%
$49.36 - $53.08 $35.7K - $38.4K
74.8K $3.73M
SVOL
Simplify ETF Simplify Volatili

ETFs
-5.12K
- 25.85%
$17.92 - $21.7 $91.8K - $111K
14.7K $267K
LUV
Southwest Airlines CO

Industrials
-4.18K
- 41.08%
$28.18 - $34.84 $118K - $146K
6K $201K
BSY
Bentley Systems Inc

Technology
-2.08K
- 25.63%
$39.34 - $47.7 $81.8K - $99.2K
6.04K $237K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-3.91K
- 5.92%
$23.53 - $25.24 $92K - $98.7K
62.1K $1.48M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-599
- 5.34%
$67.24 - $84.27 $40.3K - $50.5K
10.6K $723K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-5.59K
- 31.42%
$25.77 - $27.6 $144K - $154K
12.2K $324K
EWJ
Ishares Msci Japan ETF

ETFs
-2.08K
- 40.55%
$65.24 - $71.7 $136K - $149K
3.05K $208K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-5.9K
- 85.34%
$22.98 - $24.13 $136K - $142K
1.01K $24K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-13
- 0.81%
$634.14 - $744.83 $8.24K - $9.68K
1.59K $1.01M
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.62K
- 21.71%
$72.7 - $84.32 $118K - $137K
5.86K $437K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-2.43K
- 18.89%
$39.02 - $42.89 $94.7K - $104K
10.4K $411K
CFG
Citizens Financial Group Inc

Financial Services
-2.23K
- 17.47%
$39.73 - $48.36 $88.8K - $108K
10.6K $432K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-537
- 33.65%
$161.27 - $192.3 $86.6K - $103K
1.06K $170K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-595
- 2.37%
$59.79 - $67.15 $35.6K - $40K
24.5K $1.49M
TXN
Texas Instruments Inc

Technology
-607
- 4.36%
N/A
13.3K $2.59M
BNDX
Vanguard Total International B

ETFs
-2.19K
- 8.43%
$48.33 - $49.5 $106K - $108K
23.7K $1.16M
OXY
Occidental Petroleum Corp

Energy
-2.2K
- 7.17%
$45.45 - $52.7 $100K - $116K
28.5K $1.41M
PCAR
Paccar Inc

Industrials
-781
- 15.69%
$96.91 - $112.51 $75.7K - $87.9K
4.2K $408K
SFBS
Servis First Bancshares, Inc.

Financial Services
-1.06K
- 10.52%
$80.8 - $93.58 $85.9K - $99.5K
9.05K $747K
TTE
Total Energies Se

Energy
-1.57K
- 13.0%
N/A
10.5K $718K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-1.25K
- 23.12%
$60.91 - $71.4 $76K - $89.1K
4.15K $257K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.26K
- 25.78%
$44.81 - $46.22 $101K - $105K
6.52K $293K
CGUS
Capital Group Core Equity ETF
-295
- 0.48%
$33.08 - $36.62 $9.76K - $10.8K
61.7K $2.06M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.21K
- 69.11%
$36.64 - $45.76 $80.8K - $101K
986 $36K
IEFA
Ishares Tr

ETFs
-5.61K
- 9.26%
$69.57 - $78.65 $390K - $441K
55K $4.16M
IYE
Ishares Tr

ETFs
-2.41K
- 41.59%
$45.23 - $49.95 $109K - $120K
3.38K $166K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-993
- 92.46%
$96.9 - $104.39 $96.2K - $104K
81 $8K
TRMK
Trustmark Corp

Financial Services
-2.38K
- 15.46%
$32.92 - $38.83 $78.3K - $92.3K
13K $448K
IWV
Ishares Russell 3000 ETF

ETFs
-1
- 0.02%
$313.1 - $349.83 $313 - $350
5.66K $1.8M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.28K
- 9.45%
$25.81 - $28.52 $136K - $150K
50.5K $1.39M
HPE
Hewlett Packard Enterprise CO

Technology
-660
- 4.94%
$14.77 - $24.42 $9.75K - $16.1K
12.7K $195K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.26K
- 18.39%
$65.27 - $71.18 $82K - $89.5K
5.58K $370K
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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