Precision Wealth Strategies’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

Precision Wealth Strategies’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
2023 Q2	–	Sell	-10,599	Closed	-$210K	–	69
2023 Q1	$210K	Sell	10,599 -902	-8%	-$17.8K	0.33%	64
2022 Q4	$219K	Sell	11,501 -748	-6%	-$14.1K	0.23%	91
2022 Q3	$219K	Sell	12,249 -86	-0.7%	-$1.69K	0.19%	113
2022 Q2	$241K	Sell	12,335 -388	-3%	-$8.23K	0.19%	114
2022 Q1	$289K	Buy	12,723 +1,035	+9%	+$24.1K	0.17%	124
2021 Q4	$284K	Buy	+11,688	New	+$289K	0.2%	108

Other funds holding IDUB

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

Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

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

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Precision Wealth Strategies's IDUB Position: Q2 2023 in Review

Precision Wealth Strategies sold out of Aptus International Enhanced Yield ETF (IDUB) in Q2 2023, closing a stake of 10,599 shares — an estimated $210K sold.

Precision Wealth Strategies first reported a position in IDUB in Q4 2021 and held it in 6 quarters. The position peaked at $289K in Q1 2022. 14 funds tracked by Wall St. Rank hold IDUB as of Q2 2023.

Precision Wealth Strategies reported no remaining Aptus International Enhanced Yield ETF position as of Q2 2023 after selling out during the quarter.
Precision Wealth Strategies sold 10,599 Aptus International Enhanced Yield ETF shares in Q2 2023, an estimated $210K.
Precision Wealth Strategies first reported a position in Aptus International Enhanced Yield ETF in Q4 2021 and held it in 6 quarters.
Precision Wealth Strategies's Aptus International Enhanced Yield ETF position peaked at $289K in Q1 2022.
14 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q2 2023.

Based on Precision Wealth Strategies's 13F filing for Q2 2023, filed 9 Aug 2023.