Aptus Capital Advisors, LLC PCIG — LITMAN GREGORY FDS TR

Ownership history in Aptus Capital Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Aptus Capital Advisors, LLC reported LITMAN GREGORY FDS TR (PCIG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows PCIG 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 PCIG 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 LITMAN GREGORY 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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.

PCIG stock page Aptus Capital Advisors, LLC fund profile Aptus Capital Advisors, LLC full holdings
How Aptus Capital Advisors, LLC held PCIG — position size vs. price
% of Fund (quarterly)    PCIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,562 +384 +17.6% 0.00% $20K 2026-05-11 $8.36
2025 Q4 REDUCED 31.1% -12.6% ✅ 2,178 -983 -31.1% 0.00% $20K 2026-02-13 $8.85
2025 Q3 ADDED — — — 3,161 +187 +6.3% 0.00% $30K 2025-11-12 $9.23
2025 Q2 ADDED — — — 2,974 +44 +1.5% 0.00% $29K 2025-08-11 $9.22
2025 Q1 REDUCED 67.0% +7.3% ❌ 2,930 -5,950 -67.0% 0.00% $27K 2025-05-13 $9.75
2024 Q4 INITIATED — — — 8,880 — — 0.00% $81K 2025-02-14 $10.05

🏢 Other funds also holding PCIG

As of 2026 Q1 — sorted by position size

A&I FINANCIAL SERVICES, LLC 3Y 7Y 0.54% BridgePort Financial Solutions, LLC 0.05% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.04% Orion Porfolio Solutions, LLC 3Y 7Y 0.0% Rossby Financial, LCC 0.0% GUARDIAN WEALTH ADVISORS, LLC / NC 3Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% BANK OF MONTREAL /CAN/ 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0%

FAQ About Aptus Capital Advisors, LLC and PCIG

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 PCIG?

Aptus Capital Advisors, LLC reported PCIG across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for PCIG was 0.00% in 2024 Q4.

What is the latest reported PCIG position on this page?

The most recent filing on this page is 2026 Q1, when Aptus Capital Advisors, LLC reported 2,562 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this PCIG ownership page compare?

The chart compares Aptus Capital Advisors, LLC's quarterly PCIG 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.

How well did Aptus Capital Advisors, LLC time their PCIG position?

Based on 13F filing dates vs. subsequent PCIG price moves, Aptus Capital Advisors, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on PCIG relative to SPY over the holding period was -10.9%.

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