Aptus Capital Advisors
SOVF icon

Aptus Capital Advisors’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

Aptus Capital Advisors’s Portfolio SOVF Stock Details SOVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.6K Hold
493
– – ﹤0.01% 1561
2026
Q1 		$13.2K Sell
493
-1,521
-76% -$43.7K ﹤0.01% 1455
2025
Q4 		$58.8K Buy
2,014
+47
+2% +$1.37K ﹤0.01% 1269
2025
Q3 		$59.6K Buy
+1,967
New +$59.8K ﹤0.01% 1210

Other funds holding SOVF

Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Vident Advisory
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Iconiq Capital
Iconiq Capital San Francisco, California $3.47B AUM 23.74% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
Bare Financial Services
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
OneAscent Wealth Management
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
BOS Asset Management
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

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

Aptus Capital Advisors held its Sovereign's Capital Flourish Fund (SOVF) position steady in Q2 2026 at 493 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Aptus Capital Advisors first reported a position in SOVF in Q3 2025 and has held it in 4 quarters since. The position peaked at $59.6K in Q3 2025. 24 funds tracked by Wall St. Rank hold SOVF as of Q2 2026.

  • Aptus Capital Advisors held 493 shares of Sovereign's Capital Flourish Fund worth $14.6K as of Q2 2026.
  • Aptus Capital Advisors left its Sovereign's Capital Flourish Fund share count unchanged in Q2 2026.
  • Sovereign's Capital Flourish Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1561 holding.
  • Aptus Capital Advisors first reported a position in Sovereign's Capital Flourish Fund in Q3 2025 and has held it in 4 quarters since.
  • Aptus Capital Advisors's Sovereign's Capital Flourish Fund position peaked at $59.6K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Sovereign's Capital Flourish Fund as of Q2 2026.

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