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Aptus Capital Advisors’s iShares Global 100 ETF IOO Stock Holding History

Aptus Capital Advisors’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$779K Buy
5,702
+4,990
+701% +$679K 0.01% 679
2026
Q1 		$86.1K Buy
712
+423
+146% +$53.4K ﹤0.01% 1184
2025
Q4 		$36.6K Sell
289
-27
-9% -$3.36K ﹤0.01% 1333
2025
Q3 		$37.9K Hold
316
– – ﹤0.01% 1270
2025
Q2 		$34.1K Hold
316
– – ﹤0.01% 1221
2025
Q1 		$30.4K Hold
316
– – ﹤0.01% 1156
2024
Q4 		$31.8K Hold
316
– – ﹤0.01% 1154
2024
Q3 		$31.3K Sell
316
-1
-0.3% -$97 ﹤0.01% 984
2024
Q2 		$30.6K Buy
317
+59
+23% +$5.41K ﹤0.01% 939
2024
Q1 		$23.1K Buy
+258
New +$21.9K ﹤0.01% 954
2023
Q4 		– Sell
-404
Closed -$29.6K – 944
2023
Q3 		$29.6K Hold
404
– – ﹤0.01% 724
2023
Q2 		$30.7K Buy
404
+4
+1% +$292 ﹤0.01% 622
2023
Q1 		$28K Sell
400
-1,112
-74% -$74.7K ﹤0.01% 606
2022
Q4 		$96.8K Sell
1,512
-82
-5% -$5.26K ﹤0.01% 536
2022
Q3 		$95K Sell
1,594
-18
-1% -$1.19K ﹤0.01% 500
2022
Q2 		$103K Buy
1,612
+342
+27% +$23.7K ﹤0.01% 417
2022
Q1 		$97K Buy
+1,270
New +$95.1K ﹤0.01% 473

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Aptus Capital Advisors increased its iShares Global 100 ETF (IOO) stake by 701% in Q2 2026, buying an estimated $679K and bringing the position to 5,702 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #679.

Aptus Capital Advisors first reported a position in IOO in Q1 2022 and has held it in 17 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Aptus Capital Advisors held 5,702 shares of iShares Global 100 ETF worth $779K as of Q2 2026.
  • Aptus Capital Advisors bought 4,990 iShares Global 100 ETF shares in Q2 2026, an estimated $679K.
  • iShares Global 100 ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #679 holding.
  • Aptus Capital Advisors first reported a position in iShares Global 100 ETF in Q1 2022 and has held it in 17 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

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