AWM
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Avior Wealth Management’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

Avior Wealth Management’s Portfolio IDUB Stock Details IDUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-329
Closed -$6.53K – 1638
2023
Q2 		$6.53K Sell
329
-3,496
-91% -$69.6K ﹤0.01% 1104
2023
Q1 		$75.7K Buy
+3,825
New +$75.5K 0.01% 685

Other funds holding IDUB

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return

Avior Wealth Management's IDUB Position: Q3 2023 in Review

Avior Wealth Management sold out of Aptus International Enhanced Yield ETF (IDUB) in Q3 2023, closing a stake of 329 shares — an estimated $6.53K sold.

Avior Wealth Management first reported a position in IDUB in Q1 2023 and held it in 2 quarters. The position peaked at $75.7K in Q1 2023. 15 funds tracked by Wall St. Rank hold IDUB as of Q3 2023.

  • Avior Wealth Management reported no remaining Aptus International Enhanced Yield ETF position as of Q3 2023 after selling out during the quarter.
  • Avior Wealth Management sold 329 Aptus International Enhanced Yield ETF shares in Q3 2023, an estimated $6.53K.
  • Avior Wealth Management first reported a position in Aptus International Enhanced Yield ETF in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's Aptus International Enhanced Yield ETF position peaked at $75.7K in Q1 2023.
  • 15 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q3 2023.

Based on Avior Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.