Aptus Capital Advisors »

Ishares Tr shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.2k 80 52.70

More positions owned by Aptus Capital Advisors

Ishares Tr Iboxx Hi Yd Etf (HYG)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Select Sector Spdr Tr State Street Fin (XLF)
Etf Ser Solutions Aptus Defined (DRSK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
salesforce (CRM)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Merck & Co (MRK)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)

View all positions for Aptus Capital Advisors

Top funds holding Ishares Tr

Sun Life Financial
LPL Financial
Becker Capital Management
Brown Advisory Holdings Incorporated
JNBA Financial Advisors
DRW Holdings
Alpine Bank Wealth Management
Wharton Business Group
Franklin Resources
EP Wealth Advisors
Raymond James Financial
Atlantic Private Wealth
Thrivent Financial for Lutherans
BSW Wealth Partners
Biltmore Family Office

View all funds holding Ishares Tr