Aptus Capital Advisors, LLC quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Aptus Capital Advisors, LLC opened 1 positions, added to 3, reduced 2, sold out of 0 and left 1 unchanged. The largest increase in value was PFFR (+$9,436); the largest decrease was PFF (-$6,488).
- PSK: Country of operation —; Class ST STR PFD ETF; Shares 2026-03-31 0; Shares 2026-06-30 100.
Two Form 13F-HR filings compared (SEC CIK 1664193): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Wealthspire Advisors, LLC | United States | $12.734B | 932 |
| Zurich Insurance Group Ltd/FI | Switzerland | $12.727B | 330 |
| Fundsmith LLP | United Kingdom | $12.828B | 34 |
| ARK Investment Management LLC | United States | $12.859B | 182 |
| GUGGENHEIM CAPITAL LLC | United States | $12.892B | 2,956 |
| LONE PINE CAPITAL LLC | United States | $12.544B | 36 |
| Integrated Wealth Concepts LLC | United States | $12.538B | 2,276 |
| Capital International, Inc./CA/ | United States | $12.971B | 303 |
| APG Asset Management US Inc. | United States | $12.980B | 59 |
| National Mutual Insurance Federation of Agricultural Cooperatives | Japan | $12.986B | 41 |