Fidelity Investments
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Fidelity Investments’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Fidelity Investments’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
-1
Closed -$32 – 5390
2024
Q4 		$32 Buy
+1
New +$33 ﹤0.01% 5267

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

Fidelity Investments's DUBS Position: Q1 2025 in Review

Fidelity Investments sold out of Aptus Large Cap Enhanced Yield ETF (DUBS) in Q1 2025, closing a stake of 1 share — an estimated $32 sold.

Fidelity Investments first reported a position in DUBS in Q4 2024 and held it in 1 quarter. The position peaked at $32 in Q4 2024. 29 funds tracked by Wall St. Rank hold DUBS as of Q1 2025.

  • Fidelity Investments reported no remaining Aptus Large Cap Enhanced Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 Aptus Large Cap Enhanced Yield ETF share in Q1 2025, an estimated $32.
  • Fidelity Investments first reported a position in Aptus Large Cap Enhanced Yield ETF in Q4 2024 and held it in 1 quarter.
  • Fidelity Investments's Aptus Large Cap Enhanced Yield ETF position peaked at $32 in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.