NewEdge Advisors
DUBS icon

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

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Park Place Capital
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM
Waterloo Capital
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 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. 42 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.
  • 42 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.