Aptus Capital Advisors, LLC

Position in UAL — United Airlines Holdings, Inc.

CIK 1664193 FAIRHOPE, AL

Position in UAL

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

Position Value

$501,122

+$143,799 QoQ

Shares Held

3,685

-5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#591

of 1,068 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Industrials · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $18,123,258 across 4 Airlines names. UAL ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPA	Copa Holdings, S.A.	66,892	$10,406,388
2	DAL	Delta Air Lines, Inc.	69,671	$6,525,385
3	LUV	Southwest Airlines Co	13,426	$690,363
4	UAL	United Airlines Holdings, Inc. This page	3,685	$501,122

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$501,122	3,685	-5.1%	Shares	Sole	2026-08-12
2026-03-31	$357,323	3,881	-14.6%	Shares	Other	2026-05-11
2025-12-31	$507,997	4,543	+20.6%	Shares	Sole	2026-02-13
2025-09-30	$363,515	3,767	+6.1%	Shares	Sole	2025-11-12
2025-06-30	$282,845	3,552	+56.4%	Shares	Sole	2025-08-11
2024-12-31	$220,513	2,271	-94.6%	Shares	Sole	2025-02-14
2022-03-31	$1,953,007	42,127	-37.7%	Shares	Sole	2022-05-04
2021-12-31	$2,961,060	67,635	+53.8%	Shares	Sole	2022-02-02
2021-09-30	$2,091,319	43,963	+1.9%	Shares	Sole	2021-10-27
2021-06-30	$2,257,045	43,164	+31.6%	Shares	Sole	2021-07-27
2021-03-31	$1,887,599	32,805	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.