Aptus Capital Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.5K	Hold	664	–	–	﹤0.01%	1287
2025 Q4	$42.9K	Hold	664	–	–	﹤0.01%	1310
2025 Q3	$42.7K	Hold	664	–	–	﹤0.01%	1254
2025 Q2	$43.4K	Hold	664	–	–	﹤0.01%	1200
2025 Q1	$42.5K	Hold	664	–	–	﹤0.01%	1130
2024 Q4	$40K	Hold	664	–	–	﹤0.01%	1139
2024 Q3	$43.7K	Hold	664	–	–	﹤0.01%	951
2024 Q2	$39.9K	Sell	664 -264	-28%	-$16K	﹤0.01%	918
2024 Q1	$56.6K	Buy	928 +264	+40%	+$15.8K	﹤0.01%	880
2023 Q4	$39.4K	Hold	664	–	–	﹤0.01%	702
2023 Q3	$37.9K	Buy	+664	New	+$40K	﹤0.01%	714
2023 Q1	–	Sell	-400	Closed	-$23.9K	–	851
2022 Q4	$23.9K	Hold	400	–	–	﹤0.01%	639
2022 Q3	$21K	Buy	+400	New	+$23.4K	﹤0.01%	612

Other funds holding KXI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

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

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

Aptus Capital Advisors held its iShares Global Consumer Staples ETF (KXI) position steady in Q1 2026 at 664 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Aptus Capital Advisors first reported a position in KXI in Q3 2022 and has held it in 13 quarters since. The position peaked at $56.6K in Q1 2024. 127 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

Aptus Capital Advisors held 664 shares of iShares Global Consumer Staples ETF worth $44.5K as of Q1 2026.
Aptus Capital Advisors left its iShares Global Consumer Staples ETF share count unchanged in Q1 2026.
iShares Global Consumer Staples ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1287 holding.
Aptus Capital Advisors first reported a position in iShares Global Consumer Staples ETF in Q3 2022 and has held it in 13 quarters since.
Aptus Capital Advisors's iShares Global Consumer Staples ETF position peaked at $56.6K in Q1 2024.
127 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

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