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Allworth Financial’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Allworth Financial’s Portfolio DUBS Stock Details DUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.7K Hold
269
– – ﹤0.01% 3531
2025
Q4 		$10.1K Buy
+269
New +$10K ﹤0.01% 3261

Other funds holding DUBS

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return

Allworth Financial's DUBS Position: Q1 2026 in Review

Allworth Financial held its Aptus Large Cap Enhanced Yield ETF (DUBS) position steady in Q1 2026 at 269 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3531.

Allworth Financial first reported a position in DUBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.1K in Q4 2025. 38 funds tracked by Wall St. Rank hold DUBS as of Q1 2026.

  • Allworth Financial held 269 shares of Aptus Large Cap Enhanced Yield ETF worth $9.7K as of Q1 2026.
  • Allworth Financial left its Aptus Large Cap Enhanced Yield ETF share count unchanged in Q1 2026.
  • Aptus Large Cap Enhanced Yield ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3531 holding.
  • Allworth Financial first reported a position in Aptus Large Cap Enhanced Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • Allworth Financial's Aptus Large Cap Enhanced Yield ETF position peaked at $10.1K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.