Aptus Capital Advisors’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Aptus Capital Advisors’s Portfolio TBLL Stock Details TBLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4	Closed	-$421	–	891
2022 Q4	$421	Hold	4	–	–	﹤0.01%	780
2022 Q3	$0	Buy	+4	New	+$422	﹤0.01%	813

Other funds holding TBLL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Aptus Capital Advisors's TBLL Position: Q1 2023 in Review

Aptus Capital Advisors sold out of Invesco Short Term Treasury ETF (TBLL) in Q1 2023, closing a stake of 4 shares — an estimated $421 sold.

Aptus Capital Advisors first reported a position in TBLL in Q3 2022 and held it in 2 quarters. The position peaked at $421 in Q4 2022. 78 funds tracked by Wall St. Rank hold TBLL as of Q1 2023.

Aptus Capital Advisors reported no remaining Invesco Short Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Aptus Capital Advisors sold 4 Invesco Short Term Treasury ETF shares in Q1 2023, an estimated $421.
Aptus Capital Advisors first reported a position in Invesco Short Term Treasury ETF in Q3 2022 and held it in 2 quarters.
Aptus Capital Advisors's Invesco Short Term Treasury ETF position peaked at $421 in Q4 2022.
78 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2023.

Based on Aptus Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.