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Aptus Capital Advisors’s AXS Esoterica NextG Economy ETF WUGI Stock Holding History

Aptus Capital Advisors’s Portfolio WUGI Stock Details WUGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-168
Closed -$10.4K – 1238
2024
Q1 		$10.4K Buy
+168
New +$9.7K ﹤0.01% 1033

Other funds holding WUGI

WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Aptus Capital Advisors's WUGI Position: Q2 2024 in Review

Aptus Capital Advisors sold out of AXS Esoterica NextG Economy ETF (WUGI) in Q2 2024, closing a stake of 168 shares — an estimated $10.4K sold.

Aptus Capital Advisors first reported a position in WUGI in Q1 2024 and held it in 1 quarter. The position peaked at $10.4K in Q1 2024. 11 funds tracked by Wall St. Rank hold WUGI as of Q2 2024.

  • Aptus Capital Advisors reported no remaining AXS Esoterica NextG Economy ETF position as of Q2 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 168 AXS Esoterica NextG Economy ETF shares in Q2 2024, an estimated $10.4K.
  • Aptus Capital Advisors first reported a position in AXS Esoterica NextG Economy ETF in Q1 2024 and held it in 1 quarter.
  • Aptus Capital Advisors's AXS Esoterica NextG Economy ETF position peaked at $10.4K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held AXS Esoterica NextG Economy ETF as of Q2 2024.

Based on Aptus Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.