Aptus Capital Advisors, LLC

Q2 2020 13F-HR Holdings

Location
Fairhope, AL
Holdings as of
6/30/2020
Date filed
7/22/2020
Form type
13F-HR
Num holdings
419
Total value ($000)
$1,593,245
Net value change ($000)
+436,315 (37.7%)
New positions
59
Sold out positions
57
Turnover %
15.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IBDQ 45,071 NEW
IBDP 40,614 NEW
DRSK 21,005 13.5%
iSHARES TRUST 19,362 64.5%
ADME 17,236 24.4%
iSHARES TRUST 13,045 43.6%
AAPL 11,921 104.9%
BSCL 10,918 34.5%
iSHARES TRUST 10,804 36.0%
MSFT 9,915 100.4%
Top Reduces (Value $000, Stocks/ETFs)
iSHARES TRUST -29,141 -100.0%
Invesco Exchange-Traded Self-Indexed Fund Trust -19,076 -30.8%
RODM -11,819 -93.9%
T -3,770 -85.1%
SCHE -3,612 -98.0%
FTSM -2,949 -26.2%
JPST -2,820 -34.3%
BIIB -2,792 -100.0%
RAYTHEON CO/ -2,581 -100.0%
INTC -2,518 -69.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 397,128 (24.9% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type