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Aptus Capital Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Aptus Capital Advisors’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-156
Closed -$5K – 517
2019
Q4 		$5K Buy
+156
New +$5.42K ﹤0.01% 471

Other funds holding SMMV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Aptus Capital Advisors's SMMV Position: Q1 2020 in Review

Aptus Capital Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2020, closing a stake of 156 shares — an estimated $5K sold.

Aptus Capital Advisors first reported a position in SMMV in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 97 funds tracked by Wall St. Rank hold SMMV as of Q1 2020.

  • Aptus Capital Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Aptus Capital Advisors sold 156 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2020, an estimated $5K.
  • Aptus Capital Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2019 and held it in 1 quarter.
  • Aptus Capital Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $5K in Q4 2019.
  • 97 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2020.

Based on Aptus Capital Advisors's 13F filing for Q1 2020, filed 7 May 2020.