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
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-10
- 3.21%
$65.44 - $70.64 $654 - $706
302 $20K
GIGB
Goldman Sachs ETF Access Invt
-374
- 37.18%
N/A
632 $0
BFB
Brown Forman Corp Cl B
-450
- 8.04%
N/A
5.15K $0
Brookfield Corp
-192
- 4.68%
N/A
3.91K $0
ILCG
Ishares Morningstar Growth ETF
-579
- 0.9%
N/A
63.4K $0
Litman Gregory Fds Tr
-5.95K
- 67.0%
N/A
2.93K $0
Litman Gregory Fds Tr
-15K
- 58.78%
N/A
10.5K $0
JPIN
Jp Morgan Diversified Return I

ETFs
-3
- 10.0%
$52.75 - $58.91 $158 - $177
27 $1K
SPYI
Shp ETF Tr Neos S&P 500 High I
-5.79K
- 14.4%
N/A
34.4K $0
OXYWS
Occidental Pete Corp Wt Exp 08
-1.03K
- 80.3%
N/A
252 $0
J P Morgan Exchange Traded F
-79
- 21.76%
N/A
284 $0
AOK
Ishares Tr Core Conservative A

ETFs
-1
- 0.17%
$36.86 - $38.15 $36.9 - $38.2
601 $22K
J P Morgan Exchange Traded F
-15
- 23.08%
N/A
50 $0
GNR
Spdr S&P Global Natural Resour

ETFs
-20
- 5.41%
$50.12 - $54.48 $1K - $1.09K
350 $18K
Peakstone Realty Trust
-14.8K
- 58.85%
N/A
10.4K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-26K
- 74.09%
N/A
9.1K $0
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-13
- 1.17%
$50.82 - $52.7 $661 - $685
1.1K $57K
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
-128
- 4.22%
N/A
2.91K $0
AOM
Ishares Tr Core Moderate Alloc

ETFs
-2
- 1.71%
$42.93 - $44.71 $85.9 - $89.4
115 $5K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-27
- 5.08%
$37.06 - $41.11 $1K - $1.11K
505 $20K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-19
- 2.61%
$23.24 - $26.16 $442 - $497
710 $18K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-154
- 1.6%
$20.2 - $22.24 $3.11K - $3.42K
9.45K $203K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-10
- 1.88%
$85.24 - $94.86 $852 - $949
521 $47K
TIP
Ishares Tr Tips Bd ETF

ETFs
-30
- 2.59%
$106.22 - $111.09 $3.19K - $3.33K
1.13K $125K
MPLX
Mplx LP

Energy
-449
- 9.63%
$47.88 - $54.65 $21.5K - $24.5K
4.21K $225K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-156
- 0.9%
$22.46 - $23.26 $3.5K - $3.63K
17.2K $398K
VDE
Vanguard Energy ETF

ETFs
-114
- 5.07%
$119.14 - $132.76 $13.6K - $15.1K
2.13K $276K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-16
- 1.98%
$63.07 - $73.5 $1.01K - $1.18K
791 $55K
EUFN
Ishares Msci Europe Financials

ETFs
-50
- 4.27%
$23.03 - $29.47 $1.15K - $1.47K
1.12K $31K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-6
- 0.12%
$46.86 - $50.66 $281 - $304
4.91K $238K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-157
- 2.46%
$63.91 - $70.19 $10K - $11K
6.22K $418K
LYG
Lloyds Banking Group PLC

Financial Services
-3.22K
- 17.65%
$2.58 - $3.9 $8.29K - $12.5K
15K $57K
AFL
Aflac Inc

Financial Services
-1.89K
- 6.71%
$100.99 - $111.19 $191K - $210K
26.3K $2.92M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-518
- 4.29%
$19.66 - $21.64 $10.2K - $11.2K
11.5K $247K
MPC
Marathon Petroleum Corp

Energy
-379
- 3.59%
$134.72 - $159.03 $51.1K - $60.3K
10.2K $1.48M
DFIV
Dimensional ETF Tr

ETFs
-98
- 2.63%
$35.33 - $40.77 $3.46K - $4K
3.62K $142K
HDV
Ishares Core High Dividend ETF

ETFs
-1
- 0.07%
$110.86 - $121.12 $111 - $121
1.49K $180K
HES
Hess Corp

Energy
-210
- 11.8%
$135.42 - $160.52 $28.4K - $33.7K
1.57K $250K
WEC
Wec Energy Group, Inc.

Utilities
-903
- 11.79%
$92.12 - $108.98 $83.2K - $98.4K
6.76K $736K
NAK
Northern Dynasty Minerals LTD

Basic Materials
-1K
- 2.54%
$0.58 - $1.22 $580 - $1.22K
38.4K $44K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.77K
- 6.95%
$74.85 - $84.89 $282K - $320K
50.5K $4.13M
ATO
Atmos Energy Corp

Utilities
-160
- 4.89%
$136.51 - $154.58 $21.8K - $24.7K
3.12K $481K
DFAE
Dimensional ETF Tr

ETFs
-4.36K
- 1.64%
$24.64 - $26.86 $108K - $117K
262K $6.77M
AWK
American Water Works Company, Inc.

Utilities
-213
- 8.08%
$121.01 - $149.31 $25.8K - $31.8K
2.42K $357K
NTR
Nutrien Ltd.

Basic Materials
-335
- 2.97%
$45.28 - $53.84 $15.2K - $18K
10.9K $543K
O
Realty Income Corp

Real Estate
-2
- 0.02%
$51.67 - $58.49 $103 - $117
8.65K $501K
CCI
Crown Castle International Corp

Real Estate
-172
- 3.92%
$84.33 - $106.39 $14.5K - $18.3K
4.21K $439K
CAH
Cardinal Health Inc

Healthcare
-102
- 2.69%
$118.02 - $137.77 $12K - $14.1K
3.69K $508K
WMB
Williams Companies, Inc.

Energy
-1.46K
- 5.54%
$54.02 - $61.09 $78.8K - $89.1K
24.8K $1.48M
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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