IAA
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Independent Advisor Alliance’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

Independent Advisor Alliance’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
Q2 		$2.71M Sell
98,614
-195,875
-67% -$5.3M 0.06% 219
2026
Q1 		$7.27M Buy
294,489
+198,521
+207% +$5.09M 0.08% 233
2025
Q4 		$2.33M Buy
95,968
+63,261
+193% +$1.52M 0.06% 272
2025
Q3 		$770K Sell
32,707
-728
-2% -$16.7K 0.02% 503
2025
Q2 		$744K Buy
+33,435
New +$718K 0.02% 477
2025
Q1 		– Sell
-78,979
Closed -$1.59M – 1067
2024
Q4 		$1.59M Buy
+78,979
New +$1.67M 0.02% 581

Other funds holding IDUB

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
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
SP
SWS Partners Columbus, Ohio $463M AUM 41.78% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return

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

Independent Advisor Alliance reduced its Aptus International Enhanced Yield ETF (IDUB) stake by 67% in Q2 2026, selling an estimated $5.3M and leaving 98,614 shares worth $2.71M. The position accounts for 0.06% of the portfolio, ranked #219.

Independent Advisor Alliance first reported a position in IDUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.27M in Q1 2026. 49 funds tracked by Wall St. Rank hold IDUB as of Q2 2026.

  • Independent Advisor Alliance held 98,614 shares of Aptus International Enhanced Yield ETF worth $2.71M as of Q2 2026.
  • Independent Advisor Alliance sold 195,875 Aptus International Enhanced Yield ETF shares in Q2 2026, an estimated $5.3M.
  • Aptus International Enhanced Yield ETF made up 0.06% of Independent Advisor Alliance's portfolio in Q2 2026, its #219 holding.
  • Independent Advisor Alliance first reported a position in Aptus International Enhanced Yield ETF in Q4 2024 and has held it in 6 quarters since.
  • Independent Advisor Alliance's Aptus International Enhanced Yield ETF position peaked at $7.27M in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q2 2026.

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