CWP
DUBS icon

Concord Wealth Partners’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-67
Closed -$2.07K – 875
2025
Q1 		$2.07K Buy
+67
New +$2.17K ﹤0.01% 673

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
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Concord Wealth Partners's DUBS Position: Q2 2025 in Review

Concord Wealth Partners sold out of Aptus Large Cap Enhanced Yield ETF (DUBS) in Q2 2025, closing a stake of 67 shares — an estimated $2.07K sold.

Concord Wealth Partners first reported a position in DUBS in Q1 2025 and held it in 1 quarter. The position peaked at $2.07K in Q1 2025. 33 funds tracked by Wall St. Rank hold DUBS as of Q2 2025.

  • Concord Wealth Partners reported no remaining Aptus Large Cap Enhanced Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 67 Aptus Large Cap Enhanced Yield ETF shares in Q2 2025, an estimated $2.07K.
  • Concord Wealth Partners first reported a position in Aptus Large Cap Enhanced Yield ETF in Q1 2025 and held it in 1 quarter.
  • Concord Wealth Partners's Aptus Large Cap Enhanced Yield ETF position peaked at $2.07K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.