Lord & Richards Wealth Management’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Lord & Richards Wealth Management’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	$1.96M	Buy	46,969 +1,886	+4%	+$76.2K	1.53%	19
2026 Q1	$1.63M	Buy	45,083 +1,884	+4%	+$70.7K	1.43%	21
2025 Q4	$1.63M	Buy	43,199 +14,729	+52%	+$549K	1.4%	18
2025 Q3	$1.04M	Buy	28,470 +2,395	+9%	+$84.1K	0.95%	35
2025 Q2	$881K	Buy	26,075 +6,921	+36%	+$217K	0.92%	35
2025 Q1	$592K	Buy	19,154 +11,405	+147%	+$370K	0.67%	41
2024 Q4	$250K	Buy	+7,749	New	+$253K	0.53%	59

Other funds holding DUBS

6SA

6th Street Advisors Daphne, Alabama $174M AUM

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

SRS

Strong Retirement Solutions Silverdale, Washington $167M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lord & Richards Wealth Management's DUBS Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Aptus Large Cap Enhanced Yield ETF (DUBS) stake by 4.2% in Q2 2026, buying an estimated $76.2K and bringing the position to 46,969 shares worth $1.96M. The position accounts for 1.53% of the portfolio, ranked #19.

Lord & Richards Wealth Management first reported a position in DUBS in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold DUBS as of Q2 2026.

Lord & Richards Wealth Management held 46,969 shares of Aptus Large Cap Enhanced Yield ETF worth $1.96M as of Q2 2026.
Lord & Richards Wealth Management bought 1,886 Aptus Large Cap Enhanced Yield ETF shares in Q2 2026, an estimated $76.2K.
Aptus Large Cap Enhanced Yield ETF made up 1.53% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #19 holding.
Lord & Richards Wealth Management first reported a position in Aptus Large Cap Enhanced Yield ETF in Q4 2024 and has held it in 7 quarters since.
10 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.