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Retirement Planning Group (Kansas)’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Retirement Planning Group (Kansas)’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 		– Sell
-14,606
Closed -$550K – 488
2025
Q4 		$550K Sell
14,606
-5,186
-26% -$193K 0.02% 258
2025
Q3 		$723K Sell
19,792
-5,827
-23% -$205K 0.03% 217
2025
Q2 		$866K Sell
25,619
-1,844
-7% -$57.9K 0.04% 163
2025
Q1 		$848K Buy
27,463
+924
+3% +$30K 0.04% 151
2024
Q4 		$857K Buy
+26,539
New +$866K 0.04% 138

Other funds holding DUBS

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 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
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return

Retirement Planning Group (Kansas)'s DUBS Position: Q1 2026 in Review

Retirement Planning Group (Kansas) sold out of Aptus Large Cap Enhanced Yield ETF (DUBS) in Q1 2026, closing a stake of 14,606 shares — an estimated $550K sold.

Retirement Planning Group (Kansas) first reported a position in DUBS in Q4 2024 and held it in 5 quarters. The position peaked at $866K in Q2 2025. 38 funds tracked by Wall St. Rank hold DUBS as of Q1 2026.

  • Retirement Planning Group (Kansas) reported no remaining Aptus Large Cap Enhanced Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 14,606 Aptus Large Cap Enhanced Yield ETF shares in Q1 2026, an estimated $550K.
  • Retirement Planning Group (Kansas) first reported a position in Aptus Large Cap Enhanced Yield ETF in Q4 2024 and held it in 5 quarters.
  • Retirement Planning Group (Kansas)'s Aptus Large Cap Enhanced Yield ETF position peaked at $866K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.