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Aptus Capital Advisors’s Factset FDS Stock Holding History

Aptus Capital Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$236K Sell
528
-10
-2% -$4.47K ﹤0.01% 882
2025
Q1 		$244K Buy
538
+50
+10% +$22.7K ﹤0.01% 824
2024
Q4 		$234K Buy
+488
New +$234K ﹤0.01% 840