Aptus Capital Advisors’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$90.7K	Hold	928	–	–	﹤0.01%	1171
2025 Q4	$78.9K	Hold	928	–	–	﹤0.01%	1221
2025 Q3	$80.5K	Hold	928	–	–	﹤0.01%	1150
2025 Q2	$77K	Hold	928	–	–	﹤0.01%	1118
2025 Q1	$68.5K	Hold	928	–	–	﹤0.01%	1067
2024 Q4	$74.8K	Buy	+928	New	+$74.8K	﹤0.01%	1052
2023 Q4	–	Sell	-600	Closed	-$37.1K	–	940
2023 Q3	$37.1K	Hold	600	–	–	﹤0.01%	716
2023 Q2	$42.3K	Hold	600	–	–	﹤0.01%	603
2023 Q1	$42.9K	Buy	+600	New	+$41.7K	﹤0.01%	575

Other funds holding IDGT

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Aptus Capital Advisors's IDGT Position: Q1 2026 in Review

Aptus Capital Advisors held its iShares US Digital Infrastructure and Real Estate ETF (IDGT) position steady in Q1 2026 at 928 shares worth $90.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Aptus Capital Advisors first reported a position in IDGT in Q1 2023 and has held it in 9 quarters since. 58 funds tracked by Wall St. Rank hold IDGT as of Q1 2026.

Aptus Capital Advisors held 928 shares of iShares US Digital Infrastructure and Real Estate ETF worth $90.7K as of Q1 2026.
Aptus Capital Advisors left its iShares US Digital Infrastructure and Real Estate ETF share count unchanged in Q1 2026.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1171 holding.
Aptus Capital Advisors first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2023 and has held it in 9 quarters since.
58 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.