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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
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

CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Aptus Capital Advisors's SOVF Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Sovereign's Capital Flourish Fund (SOVF) stake by 76% in Q1 2026, selling an estimated $43.7K and leaving 493 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Aptus Capital Advisors first reported a position in SOVF in Q3 2025 and has held it in 3 quarters since. The position peaked at $59.6K in Q3 2025. 26 funds tracked by Wall St. Rank hold SOVF as of Q1 2026.

  • Aptus Capital Advisors held 493 shares of Sovereign's Capital Flourish Fund worth $13.2K as of Q1 2026.
  • Aptus Capital Advisors sold 1,521 Sovereign's Capital Flourish Fund shares in Q1 2026, an estimated $43.7K.
  • Sovereign's Capital Flourish Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1455 holding.
  • Aptus Capital Advisors first reported a position in Sovereign's Capital Flourish Fund in Q3 2025 and has held it in 3 quarters since.
  • Aptus Capital Advisors's Sovereign's Capital Flourish Fund position peaked at $59.6K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Sovereign's Capital Flourish Fund as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.