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Aptus Capital Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Aptus Capital Advisors’s Portfolio DBND Stock Details DBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.1M Sell
308,616
-150
-0% -$6.95K 0.11% 160
2025
Q4 		$14.3M Buy
308,766
+8,303
+3% +$386K 0.1% 167
2025
Q3 		$14M Buy
+300,463
New +$13.9M 0.1% 164

Other funds holding DBND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Aptus Capital Advisors's DBND Position: Q1 2026 in Review

Aptus Capital Advisors reduced its DoubleLine Opportunistic Bond ETF (DBND) stake by 0.05% in Q1 2026, selling an estimated $6.95K and leaving 308,616 shares worth $14.1M. The position accounts for 0.11% of the portfolio, ranked #160.

Aptus Capital Advisors first reported a position in DBND in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.3M in Q4 2025. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Aptus Capital Advisors held 308,616 shares of DoubleLine Opportunistic Bond ETF worth $14.1M as of Q1 2026.
  • Aptus Capital Advisors sold 150 DoubleLine Opportunistic Bond ETF shares in Q1 2026, an estimated $6.95K.
  • DoubleLine Opportunistic Bond ETF made up 0.11% of Aptus Capital Advisors's portfolio in Q1 2026, its #160 holding.
  • Aptus Capital Advisors first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Aptus Capital Advisors's DoubleLine Opportunistic Bond ETF position peaked at $14.3M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.