Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
APTUS CAPITAL ADVISORS LLC 02-13-2024 12-31-2023 1057 3,656,999,271
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BRISTOL-MYERS SQUIBB CO COM 451 $741,583 14,453 0.00 0.00 -43,854 -75.21 12-31-2023
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 452 $737,982 27,775 0.00 0.00 26,960 3307.98 12-31-2023
CHUBB LIMITED COM 453 $730,432 3,232 0.00 0.00 105 3.36 12-31-2023
ISHARES TR RUSSELL 2000 ETF 454 $707,503 3,525 0.00 0.00 -663 -15.83 12-31-2023
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