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 |
|---|---|---|---|---|---|---|---|---|---|
| FEDERATED HERMES PREM MUNI I | COM | 801 | $157,333 | 14,316 | 0.00 | 14,316 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | DIVID ACHIEVEV | 802 | $156,369 | 3,920 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DTF TAX-FREE INCOME 2028 TER | COM | 803 | $156,359 | 14,545 | 0.00 | 14,545 | +Inf | 12-31-2023 | |
| ISHARES TR | S&P 500 VAL ETF | 804 | $155,979 | 897 | 0.00 | 0.00 | -2,813 | -75.82 | 12-31-2023 |
