MBE Wealth Management’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

MBE 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 Q3	$5.92M	Sell	138,201 -4,721	-3%	-$201K	2.09%	9
2026 Q2	$5.95M	Buy	142,922 +952	+0.7%	+$38.5K	2.09%	10
2026 Q1	$5.12M	Buy	141,970 +211	+0.1%	+$7.92K	2.13%	10
2025 Q4	$5.34M	Sell	141,759 -2,343	-2%	-$87.3K	2.24%	9
2025 Q3	$5.27M	Sell	144,102 -31,365	-18%	-$1.1M	2.28%	9
2025 Q2	$5.93M	Sell	175,467 -3,015	-2%	-$94.6K	2.58%	9
2025 Q1	$5.51M	Buy	178,482 +92,761	+108%	+$3.01M	2.64%	10
2024 Q4	$2.77M	Buy	85,721 +10,076	+13%	+$329K	1.56%	11
2024 Q3	$2.4M	Buy	75,645 +5,506	+8%	+$169K	1.32%	12
2024 Q2	$2.13M	Buy	70,139 +3,627	+5%	+$106K	1.29%	11
2024 Q1	$1.95M	Buy	66,512 +9,129	+16%	+$255K	1.2%	12
2023 Q4	$1.53M	Buy	57,383 +47,387	+474%	+$1.21M	0.78%	15
2023 Q3	$247K	Buy	+9,996	New	+$256K	0.14%	61

Other funds holding DUBS

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

MBE Wealth Management's DUBS Position: Q3 2026 in Review

MBE Wealth Management reduced its Aptus Large Cap Enhanced Yield ETF (DUBS) stake by 3.3% in Q3 2026, selling an estimated $201K and leaving 138,201 shares worth $5.92M. The position accounts for 2.09% of the portfolio, ranked #9.

MBE Wealth Management first reported a position in DUBS in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.95M in Q2 2026. 15 funds tracked by Wall St. Rank hold DUBS as of Q3 2026.

MBE Wealth Management held 138,201 shares of Aptus Large Cap Enhanced Yield ETF worth $5.92M as of Q3 2026.
MBE Wealth Management sold 4,721 Aptus Large Cap Enhanced Yield ETF shares in Q3 2026, an estimated $201K.
Aptus Large Cap Enhanced Yield ETF made up 2.09% of MBE Wealth Management's portfolio in Q3 2026, its #9 holding.
MBE Wealth Management first reported a position in Aptus Large Cap Enhanced Yield ETF in Q3 2023 and has held it in 13 quarters since.
MBE Wealth Management's Aptus Large Cap Enhanced Yield ETF position peaked at $5.95M in Q2 2026.
15 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.