Guardian Wealth Advisors (North Carolina)’s Aptus International Enhanced Yield ETF IDUB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $59.4K | Sell |
2,666
-27
| -1% | -$601 | ﹤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% | +$462 | ﹤0.01% | 367 |
|
2024
Q3 | $47.4K | Hold |
2,176
| – | – | 0.01% | 310 |
|
2024
Q2 | $44.7K | Sell |
2,176
-3,305
| -60% | -$68K | 0.01% | 304 |
|
2024
Q1 | $114K | Sell |
5,481
-2,031
| -27% | -$42.3K | 0.01% | 281 |
|
2023
Q4 | $150K | Sell |
7,512
-3,542
| -32% | -$70.8K | 0.02% | 251 |
|
2023
Q3 | $211K | Sell |
11,054
-4,460
| -29% | -$85.3K | 0.04% | 231 |
|
2023
Q2 | $308K | Sell |
15,514
-1,729
| -10% | -$34.3K | 0.05% | 169 |
|
2023
Q1 | $341K | Sell |
17,243
-37,708
| -69% | -$746K | 0.06% | 156 |
|
2022
Q4 | $1.05M | Sell |
54,951
-877,530
| -94% | -$16.7M | 0.2% | 65 |
|
2022
Q3 | $16.6M | Sell |
932,481
-11,269
| -1% | -$200K | 3.09% | 6 |
|
2022
Q2 | $18.9M | Buy |
943,750
+707,539
| +300% | +$14.2M | 3.46% | 6 |
|
2022
Q1 | $5.37M | Buy |
236,211
+101,879
| +76% | +$2.31M | 2.31% | 9 |
|
2021
Q4 | $3.27M | Buy |
+134,332
| New | +$3.27M | 1.4% | 13 |
|