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

NewEdge 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
2026
Q2 		$3.04K Hold
73
– – ﹤0.01% 3838
2026
Q1 		$2.63K Buy
+73
New +$2.74K ﹤0.01% 3747

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
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
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

NewEdge Advisors's DUBS Position: Q2 2026 in Review

NewEdge Advisors held its Aptus Large Cap Enhanced Yield ETF (DUBS) position steady in Q2 2026 at 73 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3838.

NewEdge Advisors first reported a position in DUBS in Q1 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold DUBS as of Q2 2026.

  • NewEdge Advisors held 73 shares of Aptus Large Cap Enhanced Yield ETF worth $3.04K as of Q2 2026.
  • NewEdge Advisors left its Aptus Large Cap Enhanced Yield ETF share count unchanged in Q2 2026.
  • Aptus Large Cap Enhanced Yield ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3838 holding.
  • NewEdge Advisors first reported a position in Aptus Large Cap Enhanced Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.