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Aptus Capital Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Aptus Capital Advisors’s Portfolio ICLN Stock Details ICLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.8K Buy
2,432
+434
+22% +$9K ﹤0.01% 1382
2026
Q1 		$36.5K Sell
1,998
-471
-19% -$8.58K ﹤0.01% 1310
2025
Q4 		$40.6K Buy
2,469
+100
+4% +$1.67K ﹤0.01% 1317
2025
Q3 		$36.7K Sell
2,369
-220
-8% -$3.12K ﹤0.01% 1276
2025
Q2 		$33.9K Hold
2,589
– – ﹤0.01% 1223
2025
Q1 		$29.6K Buy
2,589
+142
+6% +$1.62K ﹤0.01% 1161
2024
Q4 		$27.8K Buy
2,447
+471
+24% +$5.96K ﹤0.01% 1170
2024
Q3 		$29K Sell
1,976
-3,176
-62% -$44.7K ﹤0.01% 996
2024
Q2 		$68.6K Hold
5,152
– – ﹤0.01% 863
2024
Q1 		$72K Hold
5,152
– – ﹤0.01% 859
2023
Q4 		$80.2K Hold
5,152
– – ﹤0.01% 633
2023
Q3 		$75.3K Hold
5,152
– – ﹤0.01% 646
2023
Q2 		$94.8K Sell
5,152
-31
-0.6% -$583 ﹤0.01% 531
2023
Q1 		$103K Buy
5,183
+31
+0.6% +$614 ﹤0.01% 517
2022
Q4 		$102K Hold
5,152
– – ﹤0.01% 532
2022
Q3 		$98K Hold
5,152
– – ﹤0.01% 497
2022
Q2 		$98K Hold
5,152
– – ﹤0.01% 421
2022
Q1 		$111K Hold
5,152
– – ﹤0.01% 459
2021
Q4 		$109K Buy
5,152
+326
+7% +$7.5K ﹤0.01% 386
2021
Q3 		$104K Hold
4,826
– – ﹤0.01% 380
2021
Q2 		$113K Buy
+4,826
New +$110K ﹤0.01% 388

Other funds holding ICLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM

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

Aptus Capital Advisors increased its iShares Global Clean Energy ETF (ICLN) stake by 22% in Q2 2026, buying an estimated $9K and bringing the position to 2,432 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Aptus Capital Advisors first reported a position in ICLN in Q2 2021 and has held it in 21 quarters since. The position peaked at $113K in Q2 2021. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

  • Aptus Capital Advisors held 2,432 shares of iShares Global Clean Energy ETF worth $49.8K as of Q2 2026.
  • Aptus Capital Advisors bought 434 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $9K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1382 holding.
  • Aptus Capital Advisors first reported a position in iShares Global Clean Energy ETF in Q2 2021 and has held it in 21 quarters since.
  • Aptus Capital Advisors's iShares Global Clean Energy ETF position peaked at $113K in Q2 2021.
  • 471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

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