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Gladstone Institutional Advisory’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Gladstone Institutional Advisory’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
2026
Q1 		– Sell
-7,794
Closed -$294K – 850
2025
Q4 		$294K Sell
7,794
-4,385
-36% -$163K 0.01% 633
2025
Q3 		$445K Buy
12,179
+1,022
+9% +$35.9K 0.02% 546
2025
Q2 		$377K Buy
+11,157
New +$350K 0.02% 568

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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return

Gladstone Institutional Advisory's DUBS Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of Aptus Large Cap Enhanced Yield ETF (DUBS) in Q1 2026, closing a stake of 7,794 shares — an estimated $294K sold.

Gladstone Institutional Advisory first reported a position in DUBS in Q2 2025 and held it in 3 quarters. The position peaked at $445K in Q3 2025. 38 funds tracked by Wall St. Rank hold DUBS as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining Aptus Large Cap Enhanced Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 7,794 Aptus Large Cap Enhanced Yield ETF shares in Q1 2026, an estimated $294K.
  • Gladstone Institutional Advisory first reported a position in Aptus Large Cap Enhanced Yield ETF in Q2 2025 and held it in 3 quarters.
  • Gladstone Institutional Advisory's Aptus Large Cap Enhanced Yield ETF position peaked at $445K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.