Aptus Capital Advisors, LLC's ownership history for IEF

Aptus Capital Advisors, LLC currently holds 20.7K shares with a market value of $2.0M. It started holding IEF on 2024-09-30. At its peak, it held 30.3K shares on 2025-03-31. Its highest holding value was $2.9M on 2025-03-31. At its lowest, it held 2.3K shares on 2024-09-30, with a value of $229.1K on 2024-09-30. In the recent 180 days, Aptus Capital Advisors, LLC has decreased its shares by 9.6K. In the recent year, Aptus Capital Advisors, LLC has increased its shares by 18.4K.

It has also owned 7.2K contracts of calls, with the market value of the underlying securities totaling $69.7M on 2025-06-30. At its peak, it held 7.2K contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $69.7M on 2025-09-30. At its lowest, it held 4.0K contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $38.4M on 2025-06-30.