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Independent Advisor Alliance’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Independent Advisor Alliance’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
Q2 		$1.46M Sell
34,945
-42,254
-55% -$1.71M 0.03% 353
2026
Q1 		$2.78M Buy
77,199
+50,848
+193% +$1.91M 0.03% 463
2025
Q4 		$993K Buy
26,351
+14,759
+127% +$550K 0.02% 473
2025
Q3 		$424K Sell
11,592
-1,092
-9% -$38.3K 0.01% 675
2025
Q2 		$429K Buy
+12,684
New +$398K 0.01% 632

Other funds holding DUBS

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Independent Advisor Alliance's DUBS Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Aptus Large Cap Enhanced Yield ETF (DUBS) stake by 55% in Q2 2026, selling an estimated $1.71M and leaving 34,945 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #353.

Independent Advisor Alliance first reported a position in DUBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.78M in Q1 2026. 41 funds tracked by Wall St. Rank hold DUBS as of Q2 2026.

  • Independent Advisor Alliance held 34,945 shares of Aptus Large Cap Enhanced Yield ETF worth $1.46M as of Q2 2026.
  • Independent Advisor Alliance sold 42,254 Aptus Large Cap Enhanced Yield ETF shares in Q2 2026, an estimated $1.71M.
  • Aptus Large Cap Enhanced Yield ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #353 holding.
  • Independent Advisor Alliance first reported a position in Aptus Large Cap Enhanced Yield ETF in Q2 2025 and has held it in 5 quarters since.
  • Independent Advisor Alliance's Aptus Large Cap Enhanced Yield ETF position peaked at $2.78M in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.