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Aptus Capital Advisors’s Pathward Financial CASH Stock Holding History

Aptus Capital Advisors’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.77M Buy
123,495
+10,979
+10% +$869K 0.08% 182
2025
Q1 		$8.21M Buy
112,516
+12,722
+13% +$928K 0.08% 196
2024
Q4 		$7.34M Buy
+99,794
New +$7.34M 0.08% 209