Aptus Capital Advisors, LLC RSMV β€” LISTED FDS TR

Ownership history in Aptus Capital Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Aptus Capital Advisors, LLC reported LISTED FDS TR (RSMV) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows RSMV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RSMV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aptus Capital Advisors, LLC's position in LISTED FDS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RSMV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aptus Capital Advisors, LLC held RSMV β€” position size vs. price
% of Fund (quarterly)    RSMV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 2,492 β€” β€” 0.00% $66K 2026-05-11 $28.67

FAQ About Aptus Capital Advisors, LLC and RSMV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aptus Capital Advisors, LLC reported owning RSMV?

Aptus Capital Advisors, LLC reported RSMV across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported RSMV position in Aptus Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for RSMV was 0.00% in 2026 Q1.

What is the latest reported RSMV position on this page?

The most recent filing on this page is 2026 Q1, when Aptus Capital Advisors, LLC reported 2,492 shares, equal to 0.00% of portfolio, with an estimated market value of $66K.

What does the chart on this RSMV ownership page compare?

The chart compares Aptus Capital Advisors, LLC's quarterly RSMV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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