Aptus Capital Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-88	Closed	-$5.31K	–	1732
2025 Q3	$5.31K	Hold	88	–	–	﹤0.01%	1481
2025 Q2	$5.05K	Hold	88	–	–	﹤0.01%	1420
2025 Q1	$4.3K	Hold	88	–	–	﹤0.01%	1344
2024 Q4	$4.68K	Hold	88	–	–	﹤0.01%	1340
2024 Q3	$4.51K	Buy	+88	New	+$4.37K	﹤0.01%	1147
2022 Q4	–	Sell	-233	Closed	-$6K	–	841
2022 Q3	$6K	Hold	233	–	–	﹤0.01%	699
2022 Q2	$7K	Buy	+233	New	+$7.24K	﹤0.01%	595

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return

Aptus Capital Advisors's TECB Position: Q4 2025 in Review

Aptus Capital Advisors sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q4 2025, closing a stake of 88 shares — an estimated $5.31K sold.

Aptus Capital Advisors first reported a position in TECB in Q2 2022 and held it in 7 quarters. The position peaked at $7K in Q2 2022. 101 funds tracked by Wall St. Rank hold TECB as of Q4 2025.

Aptus Capital Advisors reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q4 2025 after selling out during the quarter.
Aptus Capital Advisors sold 88 iShares US Tech Breakthrough Multisector ETF shares in Q4 2025, an estimated $5.31K.
Aptus Capital Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2022 and held it in 7 quarters.
Aptus Capital Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $7K in Q2 2022.
101 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.