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Atria Investments’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Atria Investments’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
Q2 		$2.99M Buy
71,901
+564
+0.8% +$22.8K 0.03% 569
2026
Q1 		$2.57M Buy
71,337
+8,003
+13% +$300K 0.03% 600
2025
Q4 		$2.39M Buy
63,334
+6,814
+12% +$254K 0.03% 648
2025
Q3 		$2.07M Buy
56,520
+8,243
+17% +$289K 0.02% 709
2025
Q2 		$1.63M Buy
48,277
+3,408
+8% +$107K 0.02% 810
2025
Q1 		$1.39M Sell
44,869
-7,797
-15% -$253K 0.02% 871
2024
Q4 		$1.7M Sell
52,666
-9
-0% -$294 0.02% 745
2024
Q3 		$1.67M Buy
52,675
+6,219
+13% +$191K 0.02% 731
2024
Q2 		$1.41M Sell
46,456
-1,889
-4% -$55.4K 0.02% 783
2024
Q1 		$1.41M Sell
48,345
-8,781
-15% -$246K 0.02% 793
2023
Q4 		$1.53M Buy
+57,126
New +$1.46M 0.02% 708

Other funds holding DUBS

6SA
6th Street Advisors Daphne, Alabama $174M AUM
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return
CCP
Cushing Capital Partners Delafield, Wisconsin $145M AUM 15.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Atria Investments's DUBS Position: Q2 2026 in Review

Atria Investments increased its Aptus Large Cap Enhanced Yield ETF (DUBS) stake by 0.79% in Q2 2026, buying an estimated $22.8K and bringing the position to 71,901 shares worth $2.99M. The position accounts for 0.03% of the portfolio, ranked #569.

Atria Investments first reported a position in DUBS in Q4 2023 and has held it in 11 quarters since. 17 funds tracked by Wall St. Rank hold DUBS as of Q2 2026.

  • Atria Investments held 71,901 shares of Aptus Large Cap Enhanced Yield ETF worth $2.99M as of Q2 2026.
  • Atria Investments bought 564 Aptus Large Cap Enhanced Yield ETF shares in Q2 2026, an estimated $22.8K.
  • Aptus Large Cap Enhanced Yield ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #569 holding.
  • Atria Investments first reported a position in Aptus Large Cap Enhanced Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • 17 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.