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Aptus Capital Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Aptus Capital Advisors’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-127
Closed -$11.8K – 1705
2025
Q3 		$11.8K Hold
127
– – ﹤0.01% 1416
2025
Q2 		$11.3K Hold
127
– – ﹤0.01% 1352
2025
Q1 		$12K Hold
127
– – ﹤0.01% 1263
2024
Q4 		$11.4K Hold
127
– – ﹤0.01% 1271
2024
Q3 		$11.6K Buy
+127
New +$12.1K ﹤0.01% 1082

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Aptus Capital Advisors's IEO Position: Q4 2025 in Review

Aptus Capital Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2025, closing a stake of 127 shares — an estimated $11.8K sold.

Aptus Capital Advisors first reported a position in IEO in Q3 2024 and held it in 5 quarters. The position peaked at $12K in Q1 2025. 154 funds tracked by Wall St. Rank hold IEO as of Q4 2025.

  • Aptus Capital Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 127 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2025, an estimated $11.8K.
  • Aptus Capital Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2024 and held it in 5 quarters.
  • Aptus Capital Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $12K in Q1 2025.
  • 154 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.