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

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return

MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return