ACA
PHEQ

Aptus Capital Advisors’s Parametric Hedged Equity ETF PHEQ Stock Holding History

Aptus Capital Advisors’s Portfolio PHEQ Stock Details PHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6K Hold
306
– – ﹤0.01% 1593
2026
Q1 		$9.78K Buy
+306
New +$9.93K ﹤0.01% 1494

Other funds holding PHEQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

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

Aptus Capital Advisors held its Parametric Hedged Equity ETF (PHEQ) position steady in Q2 2026 at 306 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Aptus Capital Advisors first reported a position in PHEQ in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold PHEQ as of Q2 2026.

  • Aptus Capital Advisors held 306 shares of Parametric Hedged Equity ETF worth $10.6K as of Q2 2026.
  • Aptus Capital Advisors left its Parametric Hedged Equity ETF share count unchanged in Q2 2026.
  • Parametric Hedged Equity ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1593 holding.
  • Aptus Capital Advisors first reported a position in Parametric Hedged Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q2 2026.

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