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Profesionally Managed Portfo shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $242k 7.3k 33.31
2025-06-30 $222k 7.1k 31.18

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View all positions for Aptus Capital Advisors

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Glenview Trust
Envestnet Asset Management
We Are One Seven
Advisor Group Holdings
Congress Wealth Management LLC / DE /
Morgan Stanley
Integrated Wealth Concepts
Congress Asset Management
Gibbs Wealth Management
Clarendon Private
Stifel Financial
Portside Wealth Group
Rockefeller Capital Management
Skopos Labs

View all funds holding Profesionally Managed Portfo