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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
HESHess Corp
Recent Activity
Exited
0%
$204,906
1,389 shares@ $147.53 avg price
MOHMolina Healthcare Inc
Recent Activity
Exited
0%
$200,380
674 shares@ $297.3 avg price
KBWYInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$141,107
7,914 shares@ $17.84 avg price
CHWCalamos Gbl Dyn Income Fund
Recent Activity
Exited
0%
$71,845
10,473 shares@ $6.87 avg price
HYLSFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$60,092
1,479 shares@ $40.64 avg price
CDLVictory Portfolios Ii
Recent Activity
Exited
0%
$55,985
917 shares@ $61.06 avg price
MORTVaneck Etf Trust
Recent Activity
Exited
0%
$39,680
3,546 shares@ $11.2 avg price
EMLPFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$29,333
963 shares@ $30.47 avg price
BNDINeos Etf Trust
Recent Activity
Exited
0%
$17,680
377 shares@ $46.9 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$16,107
166 shares@ $97.04 avg price