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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
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

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $159M AUM
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return

Morris Financial Concepts's IDUB Position: Q1 2026 in Review

Morris Financial Concepts held its Aptus International Enhanced Yield ETF (IDUB) position steady in Q1 2026 at 1,380 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #162.

Morris Financial Concepts first reported a position in IDUB in Q3 2024 and has held it in 4 quarters since. The position peaked at $148K in Q3 2024. 47 funds tracked by Wall St. Rank hold IDUB as of Q1 2026.

  • Morris Financial Concepts held 1,380 shares of Aptus International Enhanced Yield ETF worth $34K as of Q1 2026.
  • Morris Financial Concepts left its Aptus International Enhanced Yield ETF share count unchanged in Q1 2026.
  • Aptus International Enhanced Yield ETF made up 0.01% of Morris Financial Concepts's portfolio in Q1 2026, its #162 holding.
  • Morris Financial Concepts first reported a position in Aptus International Enhanced Yield ETF in Q3 2024 and has held it in 4 quarters since.
  • Morris Financial Concepts's Aptus International Enhanced Yield ETF position peaked at $148K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.