LRWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$881K Buy
26,075
+6,921
+36% +$234K 0.92% 35
2025
Q1 		$592K Buy
19,154
+11,405
+147% +$352K 0.67% 41
2024
Q4 		$250K Buy
+7,749
New +$250K 0.53% 59