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

Morris Financial Concepts’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 		$205K Hold
4,914
– – 0.06% 137
2026
Q1 		$177K Hold
4,914
– – 0.06% 142
2025
Q4 		$185K Hold
4,914
– – 0.06% 138
2025
Q3 		$180K Buy
+4,914
New +$172K 0.06% 140
2024
Q4 		– Sell
-4,857
Closed -$154K – 187
2024
Q3 		$154K Buy
+4,857
New +$149K 0.07% 129

Other funds holding DUBS

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Morris Financial Concepts's DUBS Position: Q2 2026 in Review

Morris Financial Concepts held its Aptus Large Cap Enhanced Yield ETF (DUBS) position steady in Q2 2026 at 4,914 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #137.

Morris Financial Concepts first reported a position in DUBS in Q3 2024 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold DUBS as of Q2 2026.

  • Morris Financial Concepts held 4,914 shares of Aptus Large Cap Enhanced Yield ETF worth $205K as of Q2 2026.
  • Morris Financial Concepts left its Aptus Large Cap Enhanced Yield ETF share count unchanged in Q2 2026.
  • Aptus Large Cap Enhanced Yield ETF made up 0.06% of Morris Financial Concepts's portfolio in Q2 2026, its #137 holding.
  • Morris Financial Concepts first reported a position in Aptus Large Cap Enhanced Yield ETF in Q3 2024 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.