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Aptus Capital Advisors’s Presidio Property Trust Inc Series A Warrants SQFTW Stock Holding History

Aptus Capital Advisors’s Portfolio SQFTW Stock Details SQFTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,788
Closed -$399 – 1231
2024
Q1 		$399 Buy
+5,788
New +$405 ﹤0.01% 1162

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CL
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AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Aptus Capital Advisors's SQFTW Position: Q2 2024 in Review

Aptus Capital Advisors sold out of Presidio Property Trust Inc Series A Warrants (SQFTW) in Q2 2024, closing a stake of 5,788 shares — an estimated $399 sold.

Aptus Capital Advisors first reported a position in SQFTW in Q1 2024 and held it in 1 quarter. The position peaked at $399 in Q1 2024. 29 funds tracked by Wall St. Rank hold SQFTW as of Q2 2024.

  • Aptus Capital Advisors reported no remaining Presidio Property Trust Inc Series A Warrants position as of Q2 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 5,788 Presidio Property Trust Inc Series A Warrants shares in Q2 2024, an estimated $399.
  • Aptus Capital Advisors first reported a position in Presidio Property Trust Inc Series A Warrants in Q1 2024 and held it in 1 quarter.
  • Aptus Capital Advisors's Presidio Property Trust Inc Series A Warrants position peaked at $399 in Q1 2024.
  • 29 funds tracked by Wall St. Rank held Presidio Property Trust Inc Series A Warrants as of Q2 2024.

Based on Aptus Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.