MBE Wealth Management’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93M | Sell |
175,467
-3,015
| -2% | -$102K | 2.58% | 9 |
|
|
2025
Q1 | $5.51M | Buy |
178,482
+92,761
| +108% | +$2.86M | 2.64% | 10 |
|
|
2024
Q4 | $2.77M | Buy |
85,721
+10,076
| +13% | +$325K | 1.56% | 11 |
|
|
2024
Q3 | $2.4M | Buy |
75,645
+5,506
| +8% | +$174K | 1.32% | 12 |
|
|
2024
Q2 | $2.13M | Buy |
70,139
+3,627
| +5% | +$110K | 1.29% | 11 |
|
|
2024
Q1 | $1.95M | Buy |
66,512
+9,129
| +16% | +$267K | 1.2% | 12 |
|
|
2023
Q4 | $1.53M | Buy |
57,383
+47,387
| +474% | +$1.27M | 0.78% | 15 |
|
|
2023
Q3 | $247K | Buy |
+9,996
| New | +$247K | 0.14% | 61 |
|