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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
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

6SA
6th Street Advisors Daphne, Alabama $174M AUM
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return
CCP
Cushing Capital Partners Delafield, Wisconsin $145M AUM 15.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MBE Wealth Management's DUBS Position: Q2 2026 in Review

MBE Wealth Management increased its Aptus Large Cap Enhanced Yield ETF (DUBS) stake by 0.67% in Q2 2026, buying an estimated $38.5K and bringing the position to 142,922 shares worth $5.95M. The position accounts for 2.09% of the portfolio, ranked #10.

MBE Wealth Management first reported a position in DUBS in Q3 2023 and has held it in 12 quarters since. 17 funds tracked by Wall St. Rank hold DUBS as of Q2 2026.

  • MBE Wealth Management held 142,922 shares of Aptus Large Cap Enhanced Yield ETF worth $5.95M as of Q2 2026.
  • MBE Wealth Management bought 952 Aptus Large Cap Enhanced Yield ETF shares in Q2 2026, an estimated $38.5K.
  • Aptus Large Cap Enhanced Yield ETF made up 2.09% of MBE Wealth Management's portfolio in Q2 2026, its #10 holding.
  • MBE Wealth Management first reported a position in Aptus Large Cap Enhanced Yield ETF in Q3 2023 and has held it in 12 quarters since.
  • 17 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.