by Aptus PM Team | Jul 2, 2026 | Fact Sheets, Most Read
Multi-manager portfolios designed to help clients stay invested through the ups & downs of market cycles. The HNW models build around ETFs but include a sleeve of 15 equities that we believe can add both compounding and tax harvesting opportunities. Aptus Impact...
by Aptus PM Team | Jul 2, 2026 | Fact Sheets, Most Read
Multi-manager portfolios designed to help clients stay invested through the ups & downs of market cycles Aptus Impact Series ETF Composite Fact Sheet
by Aptus PM Team | Jul 1, 2026 | Appearances, Market Updates
Q2 2026 Market Update: Ready for Earnings Q2 recap, and look ahead to Q3, with JD Gardner, CFA & CMT, Dave Wagner, CFA, and John Luke Tyner, CFA. Topics: Iran, Inflation, Warsh Regime Earnings Outlook Helping Clients Stay Comfortable For our expanded thoughts on...
by Aptus PM Team | Jun 15, 2026 | Rebalance Rationales
Aptus Compounder Update The Aptus Compounder Stock Sleeve is designed to provide equity exposure to a carefully selected group of individual stocks that offer, what we consider to be, attractive prospects through a combination of yield, growth, quality, and...
by Aptus PM Team | Jun 11, 2026 | Equity Case Studies, Equity Research
American Tower Corp (AMT) Case Study Amazon.com Inc. (AMZN) Case Study Amphenol Corporation Class A (APH) Case Study Broadcom Inc. (AVGO) Case Study Chemed Corp (CHE) Case Study Copart, Inc. (CPRT) Case Study Diamondback Energy, Inc. (FANG) Case Study JPMorgan Chase...
