Aptus Capital Advisors
IRTR icon

Aptus Capital Advisors’s iShares LifePath Retirement ETF IRTR Stock Holding History

Aptus Capital Advisors’s Portfolio IRTR Stock Details IRTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$77.4K Sell
2,477
-441
-15% -$14K ﹤0.01% 1296
2026
Q2 		$93.7K Buy
2,918
+21
+0.7% +$666 ﹤0.01% 1273
2026
Q1 		$88.7K Buy
+2,897
New +$90.1K ﹤0.01% 1179

Other funds holding IRTR

Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Realta Investment Advisors
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
AmeriFlex Group
AmeriFlex Group Las Vegas, Nevada $286M AUM 28.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Aptus Capital Advisors's IRTR Position: Q3 2026 in Review

Aptus Capital Advisors reduced its iShares LifePath Retirement ETF (IRTR) stake by 15% in Q3 2026, selling an estimated $14K and leaving 2,477 shares worth $77.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Aptus Capital Advisors first reported a position in IRTR in Q1 2026 and has held it in 3 quarters since. The position peaked at $93.7K in Q2 2026. 8 funds tracked by Wall St. Rank hold IRTR as of Q3 2026.

  • Aptus Capital Advisors held 2,477 shares of iShares LifePath Retirement ETF worth $77.4K as of Q3 2026.
  • Aptus Capital Advisors sold 441 iShares LifePath Retirement ETF shares in Q3 2026, an estimated $14K.
  • iShares LifePath Retirement ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #1296 holding.
  • Aptus Capital Advisors first reported a position in iShares LifePath Retirement ETF in Q1 2026 and has held it in 3 quarters since.
  • Aptus Capital Advisors's iShares LifePath Retirement ETF position peaked at $93.7K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held iShares LifePath Retirement ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.