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

Atomi Financial Group’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
2025
Q1 		– Sell
-15,351
Closed -$496K – 1061
2024
Q4 		$496K Sell
15,351
-15,893
-51% -$518K 0.03% 484
2024
Q3 		$990K Buy
31,244
+2,308
+8% +$70.9K 0.06% 251
2024
Q2 		$879K Buy
28,936
+1,551
+6% +$45.4K 0.07% 240
2024
Q1 		$801K Buy
27,385
+1,018
+4% +$28.5K 0.07% 225
2023
Q4 		$704K Sell
26,367
-255
-1% -$6.51K 0.1% 189
2023
Q3 		$657K Buy
+26,622
New +$681K 0.22% 118

Other funds holding DUBS

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Atomi Financial Group's DUBS Position: Q1 2025 in Review

Atomi Financial Group sold out of Aptus Large Cap Enhanced Yield ETF (DUBS) in Q1 2025, closing a stake of 15,351 shares — an estimated $496K sold.

Atomi Financial Group first reported a position in DUBS in Q3 2023 and held it in 6 quarters. The position peaked at $990K in Q3 2024. 29 funds tracked by Wall St. Rank hold DUBS as of Q1 2025.

  • Atomi Financial Group reported no remaining Aptus Large Cap Enhanced Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 15,351 Aptus Large Cap Enhanced Yield ETF shares in Q1 2025, an estimated $496K.
  • Atomi Financial Group first reported a position in Aptus Large Cap Enhanced Yield ETF in Q3 2023 and held it in 6 quarters.
  • Atomi Financial Group's Aptus Large Cap Enhanced Yield ETF position peaked at $990K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.