Aptus Capital Advisors’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.72M	Buy	53,606 +6,531	+14%	+$438K	0.03%	412
2026 Q1	$2.81M	Buy	47,075 +294	+0.6%	+$18.5K	0.02%	424
2025 Q4	$2.97M	Sell	46,781 -402	-0.9%	-$25.2K	0.02%	391
2025 Q3	$2.89M	Sell	47,183 -906	-2%	-$53.4K	0.02%	378
2025 Q2	$2.74M	Buy	48,089 +10,478	+28%	+$548K	0.02%	374
2025 Q1	$1.89M	Buy	37,611 +8,373	+29%	+$448K	0.02%	403
2024 Q4	$1.58M	Buy	+29,238	New	+$1.6M	0.02%	436

Other funds holding USSG

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aptus Capital Advisors's USSG Position: Q2 2026 in Review

Aptus Capital Advisors increased its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 14% in Q2 2026, buying an estimated $438K and bringing the position to 53,606 shares worth $3.72M. The position accounts for 0.03% of the portfolio, ranked #412.

Aptus Capital Advisors first reported a position in USSG in Q4 2024 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

Aptus Capital Advisors held 53,606 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $3.72M as of Q2 2026.
Aptus Capital Advisors bought 6,531 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2026, an estimated $438K.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.03% of Aptus Capital Advisors's portfolio in Q2 2026, its #412 holding.
Aptus Capital Advisors first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2024 and has held it in 7 quarters since.
84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.