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Guardian Wealth Advisors (North Carolina)’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$17.3M Buy
479,540
+25,073
+6% +$941K 1.09% 18
2025
Q4 		$17.1M Sell
454,467
-3,165
-0.7% -$118K 1.06% 20
2025
Q3 		$16.7M Sell
457,632
-386
-0.1% -$13.5K 1.08% 19
2025
Q2 		$15.5M Buy
458,018
+12,244
+3% +$384K 1.09% 18
2025
Q1 		$13.8M Buy
445,774
+3,941
+0.9% +$128K 1.1% 19
2024
Q4 		$14.3M Buy
441,833
+1,180
+0.3% +$38.5K 1.12% 20
2024
Q3 		$14M Buy
440,653
+3,038
+0.7% +$93.4K 1.48% 16
2024
Q2 		$13.3M Buy
437,615
+380
+0.1% +$11.1K 1.55% 14
2024
Q1 		$12.8M Buy
437,235
+7,150
+2% +$200K 1.57% 16
2023
Q4 		$11.5M Sell
430,085
-177,105
-29% -$4.52M 1.75% 13
2023
Q3 		$15M Buy
+607,190
New +$15.5M 2.55% 10

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
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 $1.42B AUM 21.08% 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

Guardian Wealth Advisors (North Carolina)'s DUBS Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Aptus Large Cap Enhanced Yield ETF (DUBS) stake by 5.5% in Q1 2026, buying an estimated $941K and bringing the position to 479,540 shares worth $17.3M. The position accounts for 1.09% of the portfolio, ranked #18.

Guardian Wealth Advisors (North Carolina) first reported a position in DUBS in Q3 2023 and has held it in 11 quarters since. 38 funds tracked by Wall St. Rank hold DUBS as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 479,540 shares of Aptus Large Cap Enhanced Yield ETF worth $17.3M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 25,073 Aptus Large Cap Enhanced Yield ETF shares in Q1 2026, an estimated $941K.
  • Aptus Large Cap Enhanced Yield ETF made up 1.09% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #18 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Aptus Large Cap Enhanced Yield ETF in Q3 2023 and has held it in 11 quarters since.
  • 38 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.