Lord & Richards Wealth Management’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

Lord & Richards Wealth Management’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	$1.97M	Buy	71,657 +3,166	+5%	+$85.6K	1.54%	18
2026 Q1	$1.69M	Buy	68,491 +2,284	+3%	+$58.6K	1.48%	18
2025 Q4	$1.61M	Buy	66,207 +23,450	+55%	+$563K	1.38%	20
2025 Q3	$1.01M	Buy	42,757 +5,524	+15%	+$127K	0.92%	36
2025 Q2	$829K	Buy	37,233 +7,762	+26%	+$167K	0.87%	36
2025 Q1	$615K	Buy	29,471 +17,637	+149%	+$367K	0.7%	40
2024 Q4	$238K	Buy	+11,834	New	+$250K	0.5%	63

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 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

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $174M AUM

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

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

Lord & Richards Wealth Management increased its Aptus International Enhanced Yield ETF (IDUB) stake by 4.6% in Q2 2026, buying an estimated $85.6K and bringing the position to 71,657 shares worth $1.97M. The position accounts for 1.54% of the portfolio, ranked #18.

Lord & Richards Wealth Management first reported a position in IDUB in Q4 2024 and has held it in 7 quarters since. 49 funds tracked by Wall St. Rank hold IDUB as of Q2 2026.

Lord & Richards Wealth Management held 71,657 shares of Aptus International Enhanced Yield ETF worth $1.97M as of Q2 2026.
Lord & Richards Wealth Management bought 3,166 Aptus International Enhanced Yield ETF shares in Q2 2026, an estimated $85.6K.
Aptus International Enhanced Yield ETF made up 1.54% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #18 holding.
Lord & Richards Wealth Management first reported a position in Aptus International Enhanced Yield ETF in Q4 2024 and has held it in 7 quarters since.
49 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q2 2026.

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