Aptus Capital Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.81K	Hold	355	–	–	﹤0.01%	1535
2025 Q4	$6.77K	Hold	355	–	–	﹤0.01%	1528
2025 Q3	$6.85K	Hold	355	–	–	﹤0.01%	1465
2025 Q2	$6.79K	Hold	355	–	–	﹤0.01%	1400
2025 Q1	$6.81K	Hold	355	–	–	﹤0.01%	1313
2024 Q4	$6.56K	Sell	355 -172	-33%	-$3.21K	﹤0.01%	1315
2024 Q3	$9.99K	Buy	527 +2	+0.4%	+$37	﹤0.01%	1097
2024 Q2	$9.7K	Buy	525 +194	+59%	+$3.57K	﹤0.01%	1032
2024 Q1	$6.17K	Buy	+331	New	+$6.14K	﹤0.01%	1066

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Bank of America

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

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Peak Retirement Planning Columbus, Ohio $501M AUM 14.34% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return