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Aptus Capital Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Aptus Capital Advisors’s Portfolio ULST Stock Details ULST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55K Sell
1,358
-369
-21% -$15K ﹤0.01% 1262
2025
Q4 		$70K Sell
1,727
-6
-0.3% -$244 ﹤0.01% 1243
2025
Q3 		$70.5K Sell
1,733
-227
-12% -$9.22K ﹤0.01% 1180
2025
Q2 		$79.7K Sell
1,960
-80
-4% -$3.24K ﹤0.01% 1115
2025
Q1 		$82.9K Sell
2,040
-428
-17% -$17.3K ﹤0.01% 1040
2024
Q4 		$99.7K Sell
2,468
-1,014
-29% -$41.1K ﹤0.01% 1008
2024
Q3 		$142K Sell
3,482
-53
-1% -$2.15K ﹤0.01% 810
2024
Q2 		$143K Sell
3,535
-1,059
-23% -$42.8K ﹤0.01% 772
2024
Q1 		$186K Sell
4,594
-86
-2% -$3.48K ﹤0.01% 743
2023
Q4 		$189K Sell
4,680
-133
-3% -$5.35K 0.01% 567
2023
Q3 		$194K Buy
+4,813
New +$194K 0.01% 570
2023
Q1 		– Sell
-21,088
Closed -$843K – 894
2022
Q4 		$843K Sell
21,088
-10,962
-34% -$438K 0.03% 287
2022
Q3 		$1.28M Buy
+32,050
New +$1.28M 0.03% 242

Other funds holding ULST

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $189M AUM 17.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return