Aptus Capital Advisors, LLC Sells in Q3 2024

Aptus Capital Advisors, LLC

  • $6.27 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-75
- 1.34%
$44.46 - $48.11 $3.33K - $3.61K
5.53K $265K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-23
- 3.89%
$523.84 - $572.02 $12K - $13.2K
569 $324K
CAH
Cardinal Health Inc

Healthcare
-152
- 7.34%
$93.74 - $114.66 $14.2K - $17.4K
1.92K $212K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-554
- 5.91%
$23.66 - $26.53 $13.1K - $14.7K
8.82K $230K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-49
- 2.38%
$69.7 - $76.81 $3.42K - $3.76K
2.01K $154K
EUSB
Ishares Tr Esg Advanced Total

Technology
-27
- 0.41%
$42.09 - $44.64 $1.14K - $1.21K
6.53K $289K
HDV
Ishares Core High Dividend ETF

ETFs
-14
- 0.94%
$107.62 - $118.76 $1.51K - $1.66K
1.48K $173K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-24
- 0.71%
$73.78 - $81.92 $1.77K - $1.97K
3.35K $274K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-144
- 12.04%
$97.96 - $124.99 $14.1K - $18K
1.05K $131K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-14
- 0.26%
$38.04 - $44.16 $533 - $618
5.34K $231K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-331
- 5.1%
$19.78 - $23.53 $6.55K - $7.79K
6.16K $142K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-110
- 3.05%
$43.65 - $51.09 $4.8K - $5.62K
3.5K $176K
SNY
Sanofi

Healthcare
-426
- 10.1%
$48.54 - $58.53 $20.7K - $24.9K
3.79K $218K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-97
- 1.36%
$47.72 - $53.81 $4.63K - $5.22K
7.02K $373K
CGXU
Capital Group Intl Focus Equit

ETFs
-2.79K
- 3.78%
$24.27 - $27.46 $67.7K - $76.6K
70.9K $1.91M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-187
- 6.23%
$151.63 - $169.74 $28.4K - $31.7K
2.81K $476K
TDVG
T Rowe Price Exchange Traded F

Technology
-607
- 3.41%
$37.87 - $40.96 $23K - $24.9K
17.2K $703K
VTWO
Vanguard Russell 2000 ETF

ETFs
-7
- 0.25%
$81.17 - $90.77 $568 - $635
2.83K $252K
MGV
Vanguard Mega Cap Value

ETFs
-13
- 0.59%
$118.0 - $128.28 $1.53K - $1.67K
2.2K $281K
TDG
Trans Digm Group Inc

Industrials
-5
- 2.51%
$1202.03 - $1427.41 $6.01K - $7.14K
194 $276K
DEO
Diageo PLC

Consumer Defensive
-14
- 0.78%
$120.02 - $140.77 $1.68K - $1.97K
1.77K $248K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-136
- 2.01%
$106.11 - $113.72 $14.4K - $15.5K
6.64K $749K
GPN
Global Payments Inc

Industrials
-53
- 0.93%
$92.66 - $112.97 $4.91K - $5.99K
5.64K $577K
FCNCA
First Citizens Bancshares Inc

Financial Services
-6
- 2.43%
$1685.92 - $2128.51 $10.1K - $12.8K
241 $443K
NVS
Novartis Ag

Healthcare
-69
- 1.49%
$106.13 - $120.89 $7.32K - $8.34K
4.55K $522K
GIS
General Mills Inc

Consumer Defensive
-2.87K
- 12.36%
$62.5 - $75.15 $179K - $216K
20.3K $1.5M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-48
- 0.67%
$75.63 - $84.89 $3.63K - $4.07K
7.1K $597K
ICF
Ishares Tr

ETFs
-61
- 1.35%
$56.77 - $67.33 $3.46K - $4.11K
4.44K $292K
DFAT
Dimensional ETF Tr U S Target

ETFs
-90
- 0.81%
$51.0 - $57.07 $4.59K - $5.14K
11K $610K
AJG
Arthur J. Gallagher & Co.

Financial Services
-13
- 0.7%
$259.22 - $299.75 $3.37K - $3.9K
1.85K $520K
CGUS
Capital Group Core Equity ETF
-2.78K
- 4.2%
$31.19 - $34.33 $86.7K - $95.4K
63.4K $2.17M
IGRO
Ishares Tr International Divid

ETFs
-1.44K
- 6.97%
$66.7 - $75.25 $95.7K - $108K
19.2K $1.43M
TSN
Tyson Foods, Inc.

Consumer Defensive
-76
- 0.39%
$55.91 - $65.87 $4.25K - $5.01K
19.3K $1.15M
SKYY
First Trust Cloud Computing Et

ETFs
-127
- 1.49%
$86.45 - $102.48 $11K - $13K
8.41K $859K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-4.05K
- 8.65%
$77.23 - $87.97 $313K - $356K
42.8K $3.71M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-204
- 1.28%
$39.47 - $49.4 $8.05K - $10.1K
15.8K $749K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-712
- 1.46%
$42.54 - $47.97 $30.3K - $34.2K
48.2K $2.29M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-36
- 1.57%
$386.81 - $423.12 $13.9K - $15.2K
2.25K $953K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2
- 0.01%
$96.25 - $101.98 $193 - $204
13.9K $1.41M
ATO
Atmos Energy Corp

Utilities
-26
- 0.85%
$114.08 - $138.75 $2.97K - $3.61K
3.02K $418K
USB
Us Bancorp \De\

Financial Services
-894
- 5.1%
$39.04 - $47.23 $34.9K - $42.2K
16.6K $759K
D
Dominion Energy, Inc

Utilities
-319
- 3.31%
$48.01 - $58.53 $15.3K - $18.7K
9.32K $538K
BNL
Broadstone Net Lease, Inc.

Real Estate
-1.9K
- 5.55%
$15.64 - $18.95 $29.7K - $36K
32.3K $612K
ED
Consolidated Edison Inc

Utilities
-106
- 1.86%
$88.42 - $104.97 $9.37K - $11.1K
5.58K $580K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-2.05K
- 1.18%
$13.24 - $14.64 $27.1K - $30K
172K $2.52M
IRM
Iron Mountain Inc

Real Estate
-7
- 0.26%
$89.69 - $119.32 $628 - $835
2.69K $320K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-512
- 1.37%
$49.82 - $55.29 $25.5K - $28.3K
36.9K $2.04M
IWN
Ishares Russell2000 Val ETF

ETFs
-17
- 0.27%
$150.05 - $171.34 $2.55K - $2.91K
6.4K $1.07M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-724
- 1.44%
$38.51 - $41.69 $27.9K - $30.2K
49.5K $2.07M
Activity Summary
Buys All Purchases 740 New Holdings 122 Increased Positions 618 Sells All Sells 280 Reductions 280 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email