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Fiduciary Planning’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Fiduciary Planning’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
2023
Q4 		– Sell
-435,116
Closed -$10.7M – 59
2023
Q3 		$10.7M Buy
+435,116
New +$11.1M 5.07% 5

Other funds holding DUBS

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Fiduciary Planning's DUBS Position: Q4 2023 in Review

Fiduciary Planning sold out of Aptus Large Cap Enhanced Yield ETF (DUBS) in Q4 2023, closing a stake of 435,116 shares — an estimated $10.7M sold.

Fiduciary Planning first reported a position in DUBS in Q3 2023 and held it in 1 quarter. The position peaked at $10.7M in Q3 2023. 15 funds tracked by Wall St. Rank hold DUBS as of Q4 2023.

  • Fiduciary Planning reported no remaining Aptus Large Cap Enhanced Yield ETF position as of Q4 2023 after selling out during the quarter.
  • Fiduciary Planning sold 435,116 Aptus Large Cap Enhanced Yield ETF shares in Q4 2023, an estimated $10.7M.
  • Fiduciary Planning first reported a position in Aptus Large Cap Enhanced Yield ETF in Q3 2023 and held it in 1 quarter.
  • Fiduciary Planning's Aptus Large Cap Enhanced Yield ETF position peaked at $10.7M in Q3 2023.
  • 15 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q4 2023.

Based on Fiduciary Planning's 13F filing for Q4 2023, filed 25 Jan 2024.