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Coppell Advisory Solutions’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-875
Closed -$28.4K – 739
2024
Q4 		$28.4K Sell
875
-15
-2% -$489 ﹤0.01% 751
2024
Q3 		$28.1K Sell
890
-319
-26% -$9.8K ﹤0.01% 736
2024
Q2 		$36.7K Buy
+1,209
New +$35.4K 0.01% 576
2023
Q4 		$83.4K Buy
+3,122
New +$79.7K 0.02% 394

Other funds holding DUBS

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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Coppell Advisory Solutions's DUBS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Aptus Large Cap Enhanced Yield ETF (DUBS) in Q1 2025, closing a stake of 875 shares — an estimated $28.4K sold.

Coppell Advisory Solutions first reported a position in DUBS in Q4 2023 and held it in 4 quarters. The position peaked at $83.4K in Q4 2023. 29 funds tracked by Wall St. Rank hold DUBS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Aptus Large Cap Enhanced Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 875 Aptus Large Cap Enhanced Yield ETF shares in Q1 2025, an estimated $28.4K.
  • Coppell Advisory Solutions first reported a position in Aptus Large Cap Enhanced Yield ETF in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Aptus Large Cap Enhanced Yield ETF position peaked at $83.4K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.