Aptus Capital Advisors, LLC Purchases in Q3 2025

Aptus Capital Advisors, LLC

  • $12.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
3.29K
+ 11.5%
$214.91 - $237.16 $706K - $779K
31.8K $7.53M
SAMT
Advisors Inn.Circle Fd Iii Str
5.95K
+ 2.52%
$33.7 - $37.35 $200K - $222K
242K $9.02M
KOMP
Spdr S&P Kensho New Economies

ETFs
2.62K
+ 2.83%
$54.38 - $62.69 $142K - $164K
95.1K $5.92M
KAI
Kadant Inc

Industrials
5.36K
+ 15.06%
$297.58 - $358.61 $1.59M - $1.92M
40.9K $12.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
30.7K
+ 14.6%
$26.44 - $27.1 $813K - $833K
241K $6.5M
CHE
Chemed Corp

Healthcare
6.37K
+ 12.67%
$412.3 - $483.92 $2.63M - $3.08M
56.6K $25.4M
TRNO
Terreno Realty Corp

Real Estate
14.1K
+ 15.14%
$53.01 - $59.08 $749K - $835K
107K $6.1M
MBB
Ishares Tr

ETFs
8.64K
+ 40.35%
$92.46 - $95.73 $799K - $827K
30K $2.86M
DFAE
Dimensional ETF Tr

ETFs
5.21K
+ 2.02%
$28.84 - $31.84 $150K - $166K
263K $8.3M
VIG
Vanguard Dividend Appreciation

ETFs
4.3K
+ 5.52%
N/A
82.2K $15M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
5.78K
+ 2.9%
$41.13 - $44.7 $238K - $258K
205K $9.17M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
4.74K
+ 4.37%
$79.58 - $83.45 $377K - $396K
113K $9.4M
CASH
Meta Financial Group Inc

Financial Services
18.7K
+ 15.16%
$72.32 - $83.85 $1.35M - $1.57M
142K $10.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
81
+ 0.29%
$339.37 - $366.46 $27.5K - $29.7K
28K $10.2M
CYBR
Cyber Ark Software Ltd.

Technology
30
+ 0.32%
$374.8 - $491.1 $11.2K - $14.7K
9.55K $4.62M
UFPI
Ufp Industries Inc

Basic Materials
13.5K
+ 15.03%
$91.8 - $108.49 $1.24M - $1.46M
103K $9.64M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
400
+ 1.04%
$236.25 - $257.69 $94.5K - $103K
38.9K $9.97M
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
3.33K
+ 1.62%
$30.86 - $33.86 $103K - $113K
209K $7.06M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
5.84K
+ 3.01%
$32.53 - $35.69 $190K - $209K
200K $7.09M
ADC
Agree Realty Corp

Real Estate
12K
+ 15.21%
$70.53 - $75.05 $849K - $903K
91.2K $6.48M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
43.8K
+ 15.17%
$29.41 - $32.05 $1.29M - $1.4M
332K $9.89M
DGRO
Ishares Core Dividend Growth E

ETFs
1.99K
+ 1.56%
$64.12 - $68.08 $128K - $135K
130K $8.84M
FISV
Fiserv Inc

Technology
5.28K
+ 6.46%
N/A
87K $10.9M
SPMD
Spdr Portfolio

ETFs
8.43K
+ 13.87%
$54.43 - $58.29 $459K - $492K
69.2K $3.96M
IWD
Ishares Russell 1000 Val ETF

ETFs
494
+ 0.84%
$192.76 - $203.86 $95.2K - $101K
59.5K $12.1M
DELL
Dell Technologies Inc.

Technology
4.11K
+ 146.79%
$120.96 - $141.77 $498K - $583K
6.92K $980K
CI
Cigna Corp

Healthcare
2.45K
+ 100.29%
$262.23 - $334.39 $642K - $819K
4.89K $1.41M
VTR
Ventas, Inc.

Real Estate
8.6K
New
$62.76 - $69.99 $539K - $602K
8.6K $601K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
86
+ 0.04%
$43.65 - $46.42 $3.75K - $3.99K
218K $10.1M
RKT
Rocket Companies, Inc.

Financial Services
16.1K
+ 31.22%
$13.31 - $21.16 $215K - $342K
67.9K $1.32M
IAUM
I Shares Gold Trust Micro

ETFs
15.1K
New
$32.6 - $38.5 $492K - $582K
15.1K $581K
CEG
Constellation Energy Corp

Utilities
1.68K
+ 47.53%
$298.82 - $354.89 $503K - $598K
5.23K $1.72M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
5.79K
New
$90.62 - $107.71 $525K - $624K
5.79K $570K
RRC
Range Resources Corp

Energy
29.9K
+ 15.78%
$32.79 - $39.33 $981K - $1.18M
219K $8.26M
VGT
Vanguard Information Technolog

ETFs
152
+ 2.92%
$656.44 - $753.15 $99.8K - $114K
5.36K $4M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7.28K
+ 56.39%
$72.01 - $74.44 $525K - $542K
20.2K $1.48M
SHOP
Shopify Inc.

Technology
1.12K
+ 9.94%
$112.11 - $157.12 $125K - $175K
12.3K $1.83M
DLR
Digital Realty Trust, Inc.

Real Estate
3.82K
+ 4.59%
$161.21 - $180.02 $615K - $687K
86.9K $15M
ICSH
Blackrock Ultra Short Term Bon

ETFs
10.1K
+ 45.91%
$50.52 - $50.75 $513K - $515K
32.3K $1.64M
IYW
Ishares Dj Us Tech ETF

ETFs
1.69K
+ 22.4%
$171.38 - $197.01 $290K - $333K
9.23K $1.81M
XCEM
Columbia ETF Tr Ii

ETFs
4.04K
+ 2.45%
$33.85 - $36.86 $137K - $149K
169K $6.14M
MCK
Mckesson Corp

Healthcare
390
+ 7.73%
$659.01 - $772.54 $257K - $301K
5.44K $4.2M
VB
Vanguard Small Cap ETF

ETFs
444
+ 1.99%
$237.58 - $259.17 $105K - $115K
22.7K $5.78M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.19K
+ 1.76%
$87.69 - $96.0 $104K - $114K
68.9K $6.5M
URI
United Rentals, Inc.

Industrials
147
+ 8.84%
$774.14 - $975.23 $114K - $143K
1.81K $1.73M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
284
+ 0.69%
$134.94 - $145.86 $38.3K - $41.4K
41.2K $6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.43K
+ 9.83%
$42.26 - $47.16 $230K - $256K
60.7K $2.81M
VV
Vanguard Large Cap ETF

ETFs
829
+ 9.7%
$285.05 - $309.14 $236K - $256K
9.38K $2.89M
KR
Kroger CO

Consumer Defensive
7.08K
+ 87.77%
$64.52 - $74.35 $457K - $526K
15.1K $1.02M
Activity Summary
Buys All Purchases 783 New Holdings 125 Increased Positions 658 Sells All Sells 477 Reductions 477 Sold out 0 Options Calls 13 Puts 15
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