Aptus Capital Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-261	Closed	-$5.25K	–	1175
2023 Q4	$5.25K	Buy	261 +4	+2%	+$77	﹤0.01%	833
2023 Q3	$4.89K	Buy	257 +4	+2%	+$77	﹤0.01%	836
2023 Q2	$4.94K	Buy	253 +3	+1%	+$58	﹤0.01%	732
2023 Q1	$4.81K	Buy	+250	New	+$4.87K	﹤0.01%	724

Other funds holding IYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

MWP

MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Aptus Capital Advisors's IYLD Position: Q1 2024 in Review

Aptus Capital Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2024, closing a stake of 261 shares — an estimated $5.25K sold.

Aptus Capital Advisors first reported a position in IYLD in Q1 2023 and held it in 4 quarters. The position peaked at $5.25K in Q4 2023. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2024.

Aptus Capital Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2024 after selling out during the quarter.
Aptus Capital Advisors sold 261 iShares Morningstar Multi-Asset Income ETF shares in Q1 2024, an estimated $5.25K.
Aptus Capital Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2023 and held it in 4 quarters.
Aptus Capital Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $5.25K in Q4 2023.
50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2024.

Based on Aptus Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.