Aptus Capital Advisors, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1664193 FAIRHOPE, AL

Position in IBB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$366,876

+$41,165 QoQ

Shares Held

1,929

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#183

of 294 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 81% Shared 0% None 19%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$366,876	1,929	0.0%	Shares	Sole	2026-08-12
2026-03-31	$325,711	1,929	-99.1%	Shares	Sole	2026-05-11
2025-12-31	$34,490,174	204,362	+9664.1%	Shares	Sole	2026-02-13
2025-09-30	$302,166	2,093	-7.7%	Shares	Sole	2025-11-12
2025-06-30	$286,924	2,268	-23.3%	Shares	Sole	2025-08-11
2025-03-31	$378,072	2,956	+45.2%	Shares	Sole	2025-05-13
2024-12-31	$269,179	2,036	+377.9%	Shares	Sole	2025-02-14
2024-09-30	$62,025	426	+36.5%	Shares	Sole	2024-11-05
2024-06-30	$42,825	312	-7.4%	Shares	Sole	2024-07-31
2024-03-31	$46,243	337	-54.4%	Shares	Sole	2024-05-15
2023-12-31	$100,393	739	-87.8%	Shares	Sole	2024-02-13
2023-09-30	$742,178	6,069	+207.3%	Shares	Sole	2023-11-08
2023-06-30	$250,746	1,975	+4.9%	Shares	Sole	2023-08-11
2023-03-31	$243,079	1,882	-1.9%	Shares	Sole	2023-05-09
2022-12-31	$251,814	1,918	-39.8%	Shares	Sole	2023-02-13
2022-09-30	$372,517	3,185	+782.3%	Shares	Sole	2022-11-02
2022-06-30	$42,464	361	0.0%	Shares	Sole	2022-07-29
2022-03-31	$47,038	361	0.0%	Shares	Sole	2022-05-04
2021-12-31	$55,095	361	0.0%	Shares	Sole	2022-02-02
2021-09-30	$58,366	361	-8.8%	Shares	Sole	2021-10-27
2021-06-30	$64,805	396	0.0%	Shares	Sole	2021-07-27
2021-03-31	$59,621	396	0.0%	Shares	Sole	2021-05-06
2020-12-31	$59,990	396	0.0%	Shares	Sole	2021-02-10
2020-09-30	$53,622	396	-49.1%	Shares	Sole	2020-10-19
2020-06-30	$106,344	778	+96.5%	Shares	Sole	2020-07-22
2020-03-31	$42,665	396	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.