Aptus Capital Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

Aptus Capital Advisors’s Portfolio DIVB Stock Details DIVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.8M	Buy	320,755 +13,144	+4%	+$772K	0.14%	126
2026 Q1	$16.6M	Buy	307,611 +16,692	+6%	+$917K	0.13%	138
2025 Q4	$15.5M	Buy	290,919 +23,516	+9%	+$1.23M	0.11%	156
2025 Q3	$14M	Buy	267,403 +262,427	+5,274%	+$13.4M	0.1%	165
2025 Q2	$250K	Buy	4,976 +67	+1%	+$3.19K	﹤0.01%	875
2025 Q1	$238K	Sell	4,909 -6	-0.1%	-$294	﹤0.01%	836
2024 Q4	$233K	Buy	4,915 +4,885	+16,283%	+$240K	﹤0.01%	851
2024 Q3	$1.45K	Hold	30	–	–	﹤0.01%	1204
2024 Q2	$1.33K	Hold	30	–	–	﹤0.01%	1130
2024 Q1	$1.33K	Hold	30	–	–	﹤0.01%	1150
2023 Q4	$1.23K	Hold	30	–	–	﹤0.01%	883
2023 Q3	$1.12K	Hold	30	–	–	﹤0.01%	881
2023 Q2	$1.15K	Sell	30 -200	-87%	-$7.43K	﹤0.01%	777
2023 Q1	$8.59K	Sell	230 -650	-74%	-$24.7K	﹤0.01%	692
2022 Q4	$33K	Hold	880	–	–	﹤0.01%	621
2022 Q3	$30K	Buy	+880	New	+$33.1K	﹤0.01%	590

Other funds holding DIVB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aptus Capital Advisors's DIVB Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Core Dividend ETF (DIVB) stake by 4.3% in Q2 2026, buying an estimated $772K and bringing the position to 320,755 shares worth $19.8M. The position accounts for 0.14% of the portfolio, ranked #126.

Aptus Capital Advisors first reported a position in DIVB in Q3 2022 and has held it in 16 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Aptus Capital Advisors held 320,755 shares of iShares Core Dividend ETF worth $19.8M as of Q2 2026.
Aptus Capital Advisors bought 13,144 iShares Core Dividend ETF shares in Q2 2026, an estimated $772K.
iShares Core Dividend ETF made up 0.14% of Aptus Capital Advisors's portfolio in Q2 2026, its #126 holding.
Aptus Capital Advisors first reported a position in iShares Core Dividend ETF in Q3 2022 and has held it in 16 quarters since.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.