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Brett Mathew Wickmann

@Aptus Capital Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$6.703BTotal holdings1231
Assets growth rate18.03%Assets growth rate (2-Q avg)11.85%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Aptus Capital Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1231 positions.

Assets under management

The assets under management (AUM) of Aptus Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.703B in assets, with a quarterly growth rate of 18.03% and a 2-quarter average growth rate of 11.85%. The portfolio is managed by Brett Mathew Wickmann, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DUBSEtf Ser Solutions
Recent Activity
Increased 4.18%
1.48%
$98.675M
3.115M shares@ $31.68 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 39.94%
1.46%
$97.638M
4.992M shares@ $19.56 avg price
ADMEEtf Ser Solutions
Recent Activity
Increased 2.44%
1.41%
$94.374M
2.043M shares@ $46.2 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 11.76%
1.29%
$86.223M
1.277M shares@ $67.51 avg price
IBDTIshares Tr
Recent Activity
Increased 38.03%
1.27%
$85.028M
3.331M shares@ $25.54 avg price
IBDSIshares Tr
Recent Activity
Increased 38.02%
1.14%
$76.116M
3.123M shares@ $24.38 avg price
IBDWIshares Tr
Recent Activity
Increased 38.03%
1.13%
$75.298M
3.548M shares@ $21.22 avg price
IBDUIshares Tr
Recent Activity
Increased 38.03%
1.12%
$74.668M
3.176M shares@ $23.51 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 5.67%
1.04%
$69.241M
1.677M shares@ $41.28 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 10.31%
1.04%
$69.123M
1.309M shares@ $52.81 avg price