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Concord Wealth Partners’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

Concord Wealth Partners’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
2025
Q2 		– Sell
-81
Closed -$1.69K – 884
2025
Q1 		$1.69K Buy
+81
New +$1.68K ﹤0.01% 691

Other funds holding IDUB

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
RB
Renasant Bank Tupelo, Mississippi $141M AUM 16.9% 1-Year Est. Return

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

Concord Wealth Partners sold out of Aptus International Enhanced Yield ETF (IDUB) in Q2 2025, closing a stake of 81 shares — an estimated $1.69K sold.

Concord Wealth Partners first reported a position in IDUB in Q1 2025 and held it in 1 quarter. The position peaked at $1.69K in Q1 2025. 36 funds tracked by Wall St. Rank hold IDUB as of Q2 2025.

  • Concord Wealth Partners reported no remaining Aptus International Enhanced Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 81 Aptus International Enhanced Yield ETF shares in Q2 2025, an estimated $1.69K.
  • Concord Wealth Partners first reported a position in Aptus International Enhanced Yield ETF in Q1 2025 and held it in 1 quarter.
  • Concord Wealth Partners's Aptus International Enhanced Yield ETF position peaked at $1.69K in Q1 2025.
  • 36 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q2 2025.

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