Coppell Advisory Solutions
IDUB icon

Coppell Advisory Solutions’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-2,525
Closed -$50.8K – 1044
2024
Q4 		$50.8K Sell
2,525
-185
-7% -$3.91K 0.01% 580
2024
Q3 		$59.2K Sell
2,710
-706
-21% -$14.8K 0.01% 509
2024
Q2 		$70.2K Buy
+3,416
New +$71.2K 0.01% 423
2023
Q4 		$143K Buy
+7,132
New +$138K 0.03% 306

Other funds holding IDUB

Aptus Capital Advisors
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Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $574M AUM 8.36% 1-Year Est. Return
Park Place Capital
Park Place Capital Homewood, Alabama $268M AUM 13.83% 1-Year Est. Return
Waterloo Capital
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
MBE Wealth Management
MBE Wealth Management Tomah, Wisconsin $284M AUM 14.68% 1-Year Est. Return
SWS Partners
SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
Renasant Bank
Renasant Bank Tupelo, Mississippi $148M AUM 16.49% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Aptus International Enhanced Yield ETF (IDUB) in Q1 2025, closing a stake of 2,525 shares — an estimated $50.8K sold.

Coppell Advisory Solutions first reported a position in IDUB in Q4 2023 and held it in 4 quarters. The position peaked at $143K in Q4 2023. 33 funds tracked by Wall St. Rank hold IDUB as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Aptus International Enhanced Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,525 Aptus International Enhanced Yield ETF shares in Q1 2025, an estimated $50.8K.
  • Coppell Advisory Solutions first reported a position in Aptus International Enhanced Yield ETF in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Aptus International Enhanced Yield ETF position peaked at $143K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q1 2025.

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