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Axim Planning & Wealth’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-9,676
Closed -$172K – 94
2022
Q3 		$172K Buy
9,676
+2,837
+41% +$55.7K 0.17% 23
2022
Q2 		$137K Buy
+6,839
New +$145K 0.11% 21

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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Axim Planning & Wealth's IDUB Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Aptus International Enhanced Yield ETF (IDUB) in Q4 2022, closing a stake of 9,676 shares — an estimated $172K sold.

Axim Planning & Wealth first reported a position in IDUB in Q2 2022 and held it in 2 quarters. The position peaked at $172K in Q3 2022. 21 funds tracked by Wall St. Rank hold IDUB as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Aptus International Enhanced Yield ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 9,676 Aptus International Enhanced Yield ETF shares in Q4 2022, an estimated $172K.
  • Axim Planning & Wealth first reported a position in Aptus International Enhanced Yield ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Aptus International Enhanced Yield ETF position peaked at $172K in Q3 2022.
  • 21 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.