Equity Sleeves

by | Jul 28, 2026 | Equity Research, Fact Sheets

You may or may not know, but our team manages 3 distinct equity sleeves for use with clients. We see these as a wonderful way to help clients who like owning some individual stocks, giving you a path to integrating ETFs and equities into a single portfolio. Latest fact sheets on all three are linked below, along with the full presentation covering our approach to managing the sleeves:

 

Aptus Compounders

Aptus Growth

Aptus Value

Equity Sleeve Presentation

 

We produce tons of research on the holdings in each of the sleeves, please ask if you’d like details on any of the offerings.

 

Disclosures

 

These factsheets and commentary offers generalized research, not personalized investment advice. They are for informational purposes only and do not constitute a complete description of our investment services or performance. Nothing in these factsheets and commentary should be interpreted to state or imply that past
results are an indication of future investment returns. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with an investment & tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.

The companies identified above are examples of holdings and are subject to change without notice. The companies have been selected to help illustrate the adviser’s investment process. A complete list of holdings is available upon request. This information should not be considered a recommendation to purchase or sell any particular security. The securities identified and described do not represent all of the securities purchased, sold, or recommended for client accounts. It should not be assumed that any of the holdings listed have been or will be profitable, or that investment recommendations or decisions we make in the future will be profitable. Recommendations made in the last 12 months are available upon request. Please refer to the disclosures at the end of this document.

Advisory services offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level or skill or training. More information about the advisor, its investment strategies and objectives, is included in the firm’s Form ADV Part 2, which can be obtained, at no charge, by calling (251) 517-7198. Aptus Capital Advisors, LLC is headquartered in Fairhope, AL. ACA-2205-4.

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Advisory services offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level or skill or training. More information about the advisor, its investment strategies and objectives, is included in the firm’s Form ADV Part 2, which can be obtained, at no charge, by calling (251) 517-7198.

Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama.

The opinions expressed herein are those of Aptus Capital Advisors (“Aptus”) and/or the individual Aptus Employee being interviewed as of the date of publication and are subject to change without notice. Aptus reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that such assessments of investments will be accurate. There is no guarantee that strategies or recommendations will equal or exceed any expectations or goals discussed. The discussions, outlook, and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.

The opinions expressed herein are those of Aptus Capital Advisors (“Aptus”) and are subject to change without notice.

Aptus social media posts, including third party material, are provided for information purposes only and should not be considered investment advice or recommendation to purchase or sell any particular security, product or service. Aptus posts are based on data obtained from sources believed to be reliable but are not guaranteed as being accurate and do not purport to be a complete summary of the available data. Past performance is no guarantee of future results.

Aptus does not endorse or take responsibility for any content, advertising, products, advice, opinions, recommendations, or other materials posted by followers or other third parties on Aptus’ social media sites. Any comments or opinions posted by another user should be attributed to that user and not Aptus.

Aptus is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Aptus including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available at www.aptuscapitaladvisors.com or by calling 251.517.7198.

Enhancing Outcomes

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