ADME — Aptus Drawdown Managed Equity

Ownership history in BOKF, NA  ·  3 quarters on record

This page tracks every 13F SEC filing in which BOKF, NA reported a position in Aptus Drawdown Managed Equity (ADME). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.0%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,543 -6,590 -81.0% 0.00% $79K $51.03
2025 Q2 ADDED 8,133 +1,543 +23.4% 0.01% $392K $48.13
2025 Q1 INITIATED 6,590 — — 0.01% $293K $44.28
% of Fund (quarterly)    ADME price (monthly, adj. close)

Other funds also holding ADME

As of 2025 Q4 — sorted by position size

Second Line Capital, LLC 4.62% Park Place Capital Corp 3Y 3.04% MBE Wealth Management, LLC 3Y 1.97% Renasant Bank 3Y 1.66% Bienville Capital Management, LLC 3Y 7Y 1.35% GUARDIAN WEALTH ADVISORS, LLC / NC 3Y 1.3% Wilian Securities, LLC 1.23% Signal Advisors Wealth, LLC 1.22% MARIPAU WEALTH MANAGEMENT LLC 3Y 1.16% Aptus Capital Advisors, LLC 3Y 7Y 1.02%
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