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Patriot Financial Group Insurance Agency’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-1,952
Closed -$39K – 1101
2022
Q2 		$39K Buy
1,952
+359
+23% +$7.62K 0.01% 802
2022
Q1 		$36K Hold
1,593
– – 0.01% 882
2021
Q4 		$39K Buy
+1,593
New +$39.4K 0.01% 965

Other funds holding IDUB

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IDUB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Aptus International Enhanced Yield ETF (IDUB) in Q3 2022, closing a stake of 1,952 shares — an estimated $39K sold.

Patriot Financial Group Insurance Agency first reported a position in IDUB in Q4 2021 and held it in 3 quarters. The position peaked at $39K in Q2 2022. 17 funds tracked by Wall St. Rank hold IDUB as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Aptus International Enhanced Yield ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,952 Aptus International Enhanced Yield ETF shares in Q3 2022, an estimated $39K.
  • Patriot Financial Group Insurance Agency first reported a position in Aptus International Enhanced Yield ETF in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Aptus International Enhanced Yield ETF position peaked at $39K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.