Aptus Capital Advisors’s EquityCompass Risk Manager ETF ERM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-79	Closed	-$1.73K	–	922
2022 Q4	$1.73K	Buy	+79	New	+$1.73K	﹤0.01%	759

Other funds holding ERM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aptus Capital Advisors's ERM Position: Q1 2023 in Review

Aptus Capital Advisors sold out of EquityCompass Risk Manager ETF (ERM) in Q1 2023, closing a stake of 79 shares — an estimated $1.73K sold.

Aptus Capital Advisors first reported a position in ERM in Q4 2022 and held it in 1 quarter. The position peaked at $1.73K in Q4 2022. 5 funds tracked by Wall St. Rank hold ERM as of Q1 2023.

Aptus Capital Advisors reported no remaining EquityCompass Risk Manager ETF position as of Q1 2023 after selling out during the quarter.
Aptus Capital Advisors sold 79 EquityCompass Risk Manager ETF shares in Q1 2023, an estimated $1.73K.
Aptus Capital Advisors first reported a position in EquityCompass Risk Manager ETF in Q4 2022 and held it in 1 quarter.
Aptus Capital Advisors's EquityCompass Risk Manager ETF position peaked at $1.73K in Q4 2022.
5 funds tracked by Wall St. Rank held EquityCompass Risk Manager ETF as of Q1 2023.

Based on Aptus Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.