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Guardian Wealth Advisors (North Carolina)’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$37.4K Buy
+1,514
New +$38.8K ﹤0.01% 456
2025
Q3 		– Sell
-2,666
Closed -$59.4K – 437
2025
Q2 		$59.4K Sell
2,666
-27
-1% -$580 ﹤0.01% 392
2025
Q1 		$56.2K Buy
2,693
+494
+22% +$10.3K ﹤0.01% 374
2024
Q4 		$44.2K Buy
2,199
+23
+1% +$486 ﹤0.01% 368
2024
Q3 		$47.4K Hold
2,176
– – 0.01% 311
2024
Q2 		$44.7K Sell
2,176
-3,305
-60% -$68.9K 0.01% 304
2024
Q1 		$114K Sell
5,481
-2,031
-27% -$41K 0.01% 281
2023
Q4 		$150K Sell
7,512
-3,542
-32% -$68.4K 0.02% 251
2023
Q3 		$211K Sell
11,054
-4,460
-29% -$88.3K 0.04% 231
2023
Q2 		$308K Sell
15,514
-1,729
-10% -$34.4K 0.05% 169
2023
Q1 		$341K Sell
17,243
-37,708
-69% -$745K 0.06% 156
2022
Q4 		$1.05M Sell
54,951
-877,530
-94% -$16.5M 0.2% 65
2022
Q3 		$16.6M Sell
932,481
-11,269
-1% -$221K 3.09% 6
2022
Q2 		$18.9M Buy
943,750
+707,539
+300% +$15M 3.46% 6
2022
Q1 		$5.37M Buy
236,211
+101,879
+76% +$2.37M 2.31% 9
2021
Q4 		$3.27M Buy
+134,332
New +$3.32M 1.4% 13

Other funds holding IDUB

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 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

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

Guardian Wealth Advisors (North Carolina) opened a new position in Aptus International Enhanced Yield ETF (IDUB) in Q1 2026: 1,514 shares worth $37.4K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in IDUB as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in IDUB in Q4 2021 and has held it in 16 quarters since. The position peaked at $18.9M in Q2 2022. 47 funds tracked by Wall St. Rank hold IDUB as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,514 shares of Aptus International Enhanced Yield ETF worth $37.4K as of Q1 2026.
  • Aptus International Enhanced Yield ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Aptus International Enhanced Yield ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #456 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Aptus International Enhanced Yield ETF in Q4 2021 and has held it in 16 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Aptus International Enhanced Yield ETF position peaked at $18.9M in Q2 2022.
  • 47 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q1 2026.

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