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Golden State Equity Partners’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

Golden State Equity Partners’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
2023
Q3 		– Sell
-11,334
Closed -$225K – 343
2023
Q2 		$225K Buy
+11,334
New +$226K 0.06% 325

Other funds holding IDUB

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
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return

Golden State Equity Partners's IDUB Position: Q3 2023 in Review

Golden State Equity Partners sold out of Aptus International Enhanced Yield ETF (IDUB) in Q3 2023, closing a stake of 11,334 shares — an estimated $225K sold.

Golden State Equity Partners first reported a position in IDUB in Q2 2023 and held it in 1 quarter. The position peaked at $225K in Q2 2023. 15 funds tracked by Wall St. Rank hold IDUB as of Q3 2023.

  • Golden State Equity Partners reported no remaining Aptus International Enhanced Yield ETF position as of Q3 2023 after selling out during the quarter.
  • Golden State Equity Partners sold 11,334 Aptus International Enhanced Yield ETF shares in Q3 2023, an estimated $225K.
  • Golden State Equity Partners first reported a position in Aptus International Enhanced Yield ETF in Q2 2023 and held it in 1 quarter.
  • Golden State Equity Partners's Aptus International Enhanced Yield ETF position peaked at $225K in Q2 2023.
  • 15 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q3 2023.

Based on Golden State Equity Partners's 13F filing for Q3 2023, filed 20 Oct 2023.