LPL Financial
DUBS icon

LPL Financial’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

LPL Financial’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
Q1 		$774K Sell
21,453
-19,042
-47% -$715K ﹤0.01% 4391
2025
Q4 		$1.53M Sell
40,495
-22,869
-36% -$852K ﹤0.01% 3653
2025
Q3 		$2.32M Buy
63,364
+8,743
+16% +$307K ﹤0.01% 3188
2025
Q2 		$1.85M Sell
54,621
-824
-1% -$25.9K ﹤0.01% 3202
2025
Q1 		$1.71M Buy
55,445
+1,805
+3% +$58.6K ﹤0.01% 3099
2024
Q4 		$1.73M Buy
53,640
+6,140
+13% +$200K ﹤0.01% 2990
2024
Q3 		$1.5M Buy
47,500
+8,881
+23% +$273K ﹤0.01% 3004
2024
Q2 		$1.17M Buy
+38,619
New +$1.13M ﹤0.01% 3102

Other funds holding DUBS

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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $159M AUM
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 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