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

Regal Investment 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
Q1 		$1.78M Buy
49,282
+19,101
+63% +$717K 0.1% 210
2025
Q4 		$1.14M Buy
+30,181
New +$1.12M 0.07% 255

Other funds holding DUBS

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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 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 $1.46B AUM 14.11% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return

Regal Investment Advisors's DUBS Position: Q1 2026 in Review

Regal Investment Advisors increased its Aptus Large Cap Enhanced Yield ETF (DUBS) stake by 63% in Q1 2026, buying an estimated $717K and bringing the position to 49,282 shares worth $1.78M. The position accounts for 0.1% of the portfolio, ranked #210.

Regal Investment Advisors first reported a position in DUBS in Q4 2025 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold DUBS as of Q1 2026.

  • Regal Investment Advisors held 49,282 shares of Aptus Large Cap Enhanced Yield ETF worth $1.78M as of Q1 2026.
  • Regal Investment Advisors bought 19,101 Aptus Large Cap Enhanced Yield ETF shares in Q1 2026, an estimated $717K.
  • Aptus Large Cap Enhanced Yield ETF made up 0.1% of Regal Investment Advisors's portfolio in Q1 2026, its #210 holding.
  • Regal Investment Advisors first reported a position in Aptus Large Cap Enhanced Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.