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Gladstone Institutional Advisory’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

Gladstone Institutional Advisory’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
2026
Q1 		– Sell
-10,192
Closed -$248K – 861
2025
Q4 		$248K Sell
10,192
-3,648
-26% -$87.5K 0.01% 694
2025
Q3 		$326K Buy
13,840
+1,427
+11% +$32.8K 0.01% 618
2025
Q2 		$276K Buy
+12,413
New +$267K 0.01% 626

Other funds holding IDUB

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
SP
SWS Partners Columbus, Ohio $463M AUM 41.78% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return

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

Gladstone Institutional Advisory sold out of Aptus International Enhanced Yield ETF (IDUB) in Q1 2026, closing a stake of 10,192 shares — an estimated $248K sold.

Gladstone Institutional Advisory first reported a position in IDUB in Q2 2025 and held it in 3 quarters. The position peaked at $326K in Q3 2025. 47 funds tracked by Wall St. Rank hold IDUB as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining Aptus International Enhanced Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 10,192 Aptus International Enhanced Yield ETF shares in Q1 2026, an estimated $248K.
  • Gladstone Institutional Advisory first reported a position in Aptus International Enhanced Yield ETF in Q2 2025 and held it in 3 quarters.
  • Gladstone Institutional Advisory's Aptus International Enhanced Yield ETF position peaked at $326K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q1 2026.

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