Aptus Capital Advisors’s Trade Desk TTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,828	Closed	-$348K	–	1663
2025 Q2	$348K	Sell	4,828 -38	-0.8%	-$2.43K	﹤0.01%	785
2025 Q1	$266K	Buy	4,866 +61	+1%	+$5.52K	﹤0.01%	803
2024 Q4	$565K	Buy	4,805 +689	+17%	+$85.2K	0.01%	598
2024 Q3	$451K	Buy	4,116 +144	+4%	+$14.4K	0.01%	562
2024 Q2	$388K	Buy	3,972 +33	+0.8%	+$2.98K	0.01%	555
2024 Q1	$344K	Buy	3,939 +963	+32%	+$73K	0.01%	596
2023 Q4	$214K	Sell	2,976 -2,882	-49%	-$212K	0.01%	536
2023 Q3	$458K	Buy	5,858 +728	+14%	+$58.9K	0.01%	399
2023 Q2	$396K	Buy	5,130 +133	+3%	+$9K	0.01%	349
2023 Q1	$304K	Buy	+4,997	New	+$266K	0.01%	391
2021 Q2	–	Sell	-12,100	Closed	-$788K	–	607
2021 Q1	$788K	Buy	+12,100	New	+$935K	0.04%	234

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return