Morris Financial Concepts’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

Morris Financial Concepts’s Portfolio IDUB Stock Details IDUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.9K	Hold	1,380	–	–	0.01%	163
2026 Q1	$34K	Hold	1,380	–	–	0.01%	162
2025 Q4	$33.6K	Hold	1,380	–	–	0.01%	160
2025 Q3	$32.5K	Buy	+1,380	New	+$31.7K	0.01%	165
2024 Q4	–	Sell	-6,787	Closed	-$148K	–	189
2024 Q3	$148K	Buy	+6,787	New	+$143K	0.06%	130

Other funds holding IDUB

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Second Line Capital Metairie, Louisiana $574M AUM 8.36% 1-Year Est. Return

Park Place Capital Homewood, Alabama $268M AUM 13.83% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return

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

MBE Wealth Management Tomah, Wisconsin $284M AUM 14.68% 1-Year Est. Return

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

Morris Financial Concepts held its Aptus International Enhanced Yield ETF (IDUB) position steady in Q2 2026 at 1,380 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #163.

Morris Financial Concepts first reported a position in IDUB in Q3 2024 and has held it in 5 quarters since. The position peaked at $148K in Q3 2024. 50 funds tracked by Wall St. Rank hold IDUB as of Q2 2026.

Morris Financial Concepts held 1,380 shares of Aptus International Enhanced Yield ETF worth $37.9K as of Q2 2026.
Morris Financial Concepts left its Aptus International Enhanced Yield ETF share count unchanged in Q2 2026.
Aptus International Enhanced Yield ETF made up 0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #163 holding.
Morris Financial Concepts first reported a position in Aptus International Enhanced Yield ETF in Q3 2024 and has held it in 5 quarters since.
Morris Financial Concepts's Aptus International Enhanced Yield ETF position peaked at $148K in Q3 2024.
50 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q2 2026.

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