Mercer Global Advisors
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Mercer Global Advisors’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Mercer Global Advisors’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
2025
Q2 		– Sell
-14,392
Closed -$444K – 2290
2025
Q1 		$444K Buy
+14,392
New +$467K ﹤0.01% 1536

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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 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
MWM
MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Mercer Global Advisors's DUBS Position: Q2 2025 in Review

Mercer Global Advisors sold out of Aptus Large Cap Enhanced Yield ETF (DUBS) in Q2 2025, closing a stake of 14,392 shares — an estimated $444K sold.

Mercer Global Advisors first reported a position in DUBS in Q1 2025 and held it in 1 quarter. The position peaked at $444K in Q1 2025. 33 funds tracked by Wall St. Rank hold DUBS as of Q2 2025.

  • Mercer Global Advisors reported no remaining Aptus Large Cap Enhanced Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 14,392 Aptus Large Cap Enhanced Yield ETF shares in Q2 2025, an estimated $444K.
  • Mercer Global Advisors first reported a position in Aptus Large Cap Enhanced Yield ETF in Q1 2025 and held it in 1 quarter.
  • Mercer Global Advisors's Aptus Large Cap Enhanced Yield ETF position peaked at $444K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q2 2025.

Based on Mercer Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.