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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
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

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $159M AUM
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return

Lord & Richards Wealth Management's IDUB Position: Q1 2026 in Review

Lord & Richards Wealth Management increased its Aptus International Enhanced Yield ETF (IDUB) stake by 3.4% in Q1 2026, buying an estimated $58.6K and bringing the position to 68,491 shares worth $1.69M. The position accounts for 1.48% of the portfolio, ranked #18.

Lord & Richards Wealth Management first reported a position in IDUB in Q4 2024 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold IDUB as of Q1 2026.

  • Lord & Richards Wealth Management held 68,491 shares of Aptus International Enhanced Yield ETF worth $1.69M as of Q1 2026.
  • Lord & Richards Wealth Management bought 2,284 Aptus International Enhanced Yield ETF shares in Q1 2026, an estimated $58.6K.
  • Aptus International Enhanced Yield ETF made up 1.48% of Lord & Richards Wealth Management's portfolio in Q1 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 6 quarters since.
  • 47 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q1 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.