Guardian Wealth Advisors (North Carolina)’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
458,018
+12,244
| +3% | +$414K | 1.09% | 18 |
|
|
2025
Q1 | $13.8M | Buy |
445,774
+3,941
| +0.9% | +$122K | 1.1% | 19 |
|
|
2024
Q4 | $14.3M | Buy |
441,833
+1,180
| +0.3% | +$38.1K | 1.12% | 19 |
|
|
2024
Q3 | $14M | Buy |
440,653
+3,038
| +0.7% | +$96.2K | 1.48% | 15 |
|
|
2024
Q2 | $13.3M | Buy |
437,615
+380
| +0.1% | +$11.5K | 1.55% | 14 |
|
|
2024
Q1 | $12.8M | Buy |
437,235
+7,150
| +2% | +$209K | 1.57% | 16 |
|
|
2023
Q4 | $11.5M | Sell |
430,085
-177,105
| -29% | -$4.73M | 1.75% | 13 |
|
|
2023
Q3 | $15M | Buy |
+607,190
| New | +$15M | 2.55% | 10 |
|