ACA
AAVM

Aptus Capital Advisors’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

Aptus Capital Advisors’s Portfolio AAVM Stock Details AAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-101
Closed -$2K – 566
2020
Q4 		$2K Sell
101
-649
-87% -$15.9K ﹤0.01% 461
2020
Q3 		$17K Sell
750
-1,788
-70% -$41.7K ﹤0.01% 395
2020
Q2 		$56K Buy
+2,538
New +$54.7K ﹤0.01% 319

Other funds holding AAVM

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aptus Capital Advisors's AAVM Position: Q1 2021 in Review

Aptus Capital Advisors sold out of EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q1 2021, closing a stake of 101 shares — an estimated $2K sold.

Aptus Capital Advisors first reported a position in AAVM in Q2 2020 and held it in 3 quarters. The position peaked at $56K in Q2 2020. 10 funds tracked by Wall St. Rank hold AAVM as of Q1 2021.

  • Aptus Capital Advisors reported no remaining EA Series Trust Alpha Architect Global Factor Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Aptus Capital Advisors sold 101 EA Series Trust Alpha Architect Global Factor Equity ETF shares in Q1 2021, an estimated $2K.
  • Aptus Capital Advisors first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q2 2020 and held it in 3 quarters.
  • Aptus Capital Advisors's EA Series Trust Alpha Architect Global Factor Equity ETF position peaked at $56K in Q2 2020.
  • 10 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q1 2021.

Based on Aptus Capital Advisors's 13F filing for Q1 2021, filed 6 May 2021.