ACA
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Aptus Capital Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Aptus Capital Advisors’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$255K Sell
3,335
-1
-0% -$79 ﹤0.01% 931
2025
Q4 		$250K Sell
3,336
-356
-10% -$26.5K ﹤0.01% 953
2025
Q3 		$272K Sell
3,692
-1,465
-28% -$104K ﹤0.01% 873
2025
Q2 		$350K Sell
5,157
-4,091
-44% -$259K ﹤0.01% 781
2025
Q1 		$578K Buy
9,248
+1,834
+25% +$124K 0.01% 605
2024
Q4 		$504K Buy
+7,414
New +$518K 0.01% 632
2024
Q3 		– Sell
-200
Closed -$12.5K – 1273
2024
Q2 		$12.5K Hold
200
– – ﹤0.01% 1012
2024
Q1 		$13.1K Buy
+200
New +$12.4K ﹤0.01% 1008
2022
Q3 		– Sell
-1,531
Closed -$79K – 810
2022
Q2 		$79K Buy
1,531
+142
+10% +$8.03K ﹤0.01% 438
2022
Q1 		$87K Buy
+1,389
New +$85.5K ﹤0.01% 476

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return