Aptus Capital Advisors’s Invesco PureBeta MSCI USA Small Cap ETF PBSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-546	Closed	-$18.1K	–	871
2023 Q1	$18.1K	Buy	+546	New	+$18.5K	﹤0.01%	642

Other funds holding PBSM

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Aptus Capital Advisors's PBSM Position: Q2 2023 in Review

Aptus Capital Advisors sold out of Invesco PureBeta MSCI USA Small Cap ETF (PBSM) in Q2 2023, closing a stake of 546 shares — an estimated $18.1K sold.

Aptus Capital Advisors first reported a position in PBSM in Q1 2023 and held it in 1 quarter. The position peaked at $18.1K in Q1 2023. 1 fund tracked by Wall St. Rank holds PBSM as of Q2 2023.

Aptus Capital Advisors reported no remaining Invesco PureBeta MSCI USA Small Cap ETF position as of Q2 2023 after selling out during the quarter.
Aptus Capital Advisors sold 546 Invesco PureBeta MSCI USA Small Cap ETF shares in Q2 2023, an estimated $18.1K.
Aptus Capital Advisors first reported a position in Invesco PureBeta MSCI USA Small Cap ETF in Q1 2023 and held it in 1 quarter.
Aptus Capital Advisors's Invesco PureBeta MSCI USA Small Cap ETF position peaked at $18.1K in Q1 2023.
1 fund tracked by Wall St. Rank held Invesco PureBeta MSCI USA Small Cap ETF as of Q2 2023.

Based on Aptus Capital Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.