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Global Retirement Partners’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Global Retirement Partners’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
Q4 		$27.3K Sell
724
-28
-4% -$1.04K ﹤0.01% 2725
2025
Q3 		$27.5K Sell
752
-122
-14% -$4.28K ﹤0.01% 2242
2025
Q2 		$29.5K Buy
+874
New +$27.4K ﹤0.01% 2066

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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Global Retirement Partners's DUBS Position: Q4 2025 in Review

Global Retirement Partners reduced its Aptus Large Cap Enhanced Yield ETF (DUBS) stake by 3.7% in Q4 2025, selling an estimated $1.04K and leaving 724 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2725.

Global Retirement Partners first reported a position in DUBS in Q2 2025 and has held it in 3 quarters since. The position peaked at $29.5K in Q2 2025. 39 funds tracked by Wall St. Rank hold DUBS as of Q4 2025.

  • Global Retirement Partners held 724 shares of Aptus Large Cap Enhanced Yield ETF worth $27.3K as of Q4 2025.
  • Global Retirement Partners sold 28 Aptus Large Cap Enhanced Yield ETF shares in Q4 2025, an estimated $1.04K.
  • Aptus Large Cap Enhanced Yield ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2725 holding.
  • Global Retirement Partners first reported a position in Aptus Large Cap Enhanced Yield ETF in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's Aptus Large Cap Enhanced Yield ETF position peaked at $29.5K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.