by Aptus PM Team | Oct 20, 2026 | Rebalance Rationales
Impact Series Rebalance Rationale Impact Series HNW Rebalance Rationale Over the next few weeks, you’ll notice a repositioning within Aptus’ Preserve and Conservative portfolios. You’ll also see changes in our high-net-worth stock + ETF portfolios. Our...
by Aptus PM Team | Oct 20, 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 | Oct 20, 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 Marketing | Oct 7, 2026 | Monthly Note
2026 October 2026: The Three Cs of Options September 2026: Concentrated Positions Everywhere August 2026: No Leaks Allowed July 2026: Earnings Tailwinds June 2026: The Human Edge May 2026: Preparation > Prediction April 2026: Macro Interference March 2026: The...
by Aptus PM Team | Oct 1, 2026 | Appearances, Market Updates
Q3 2026 Market Update: Wall of Worry Meets the Wall of Money Watch our Q3 recap, and look ahead to Q4, with: JD Gardner, CFA & CMT Founder———————Chief Investment Officer Dave Wagner, CFA Head of Equity———————Portfolio Manager John Luke Tyner, CFA Head of Fixed...
