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Aptus Capital Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Aptus Capital Advisors’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-370
Closed -$20.5K – 1191
2024
Q1 		$20.5K Hold
370
– – ﹤0.01% 966
2023
Q4 		$18.5K Buy
+370
New +$17.5K ﹤0.01% 751

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Aptus Capital Advisors's EPS Position: Q2 2024 in Review

Aptus Capital Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2024, closing a stake of 370 shares — an estimated $20.5K sold.

Aptus Capital Advisors first reported a position in EPS in Q4 2023 and held it in 2 quarters. The position peaked at $20.5K in Q1 2024. 108 funds tracked by Wall St. Rank hold EPS as of Q2 2024.

  • Aptus Capital Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q2 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 370 WisdomTree US LargeCap Fund shares in Q2 2024, an estimated $20.5K.
  • Aptus Capital Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2023 and held it in 2 quarters.
  • Aptus Capital Advisors's WisdomTree US LargeCap Fund position peaked at $20.5K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2024.

Based on Aptus Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.