Rockefeller Capital Management
DUBS icon

Rockefeller Capital Management’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Rockefeller Capital Management’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
-145
Closed -$5.46K – 4744
2025
Q4 		$5.46K Buy
+145
New +$5.4K ﹤0.01% 4043

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 $159M AUM
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 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 $241M AUM 17.43% 1-Year Est. Return

Rockefeller Capital Management's DUBS Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Aptus Large Cap Enhanced Yield ETF (DUBS) in Q1 2026, closing a stake of 145 shares — an estimated $5.46K sold.

Rockefeller Capital Management first reported a position in DUBS in Q4 2025 and held it in 1 quarter. The position peaked at $5.46K in Q4 2025. 38 funds tracked by Wall St. Rank hold DUBS as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Aptus Large Cap Enhanced Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 145 Aptus Large Cap Enhanced Yield ETF shares in Q1 2026, an estimated $5.46K.
  • Rockefeller Capital Management first reported a position in Aptus Large Cap Enhanced Yield ETF in Q4 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Aptus Large Cap Enhanced Yield ETF position peaked at $5.46K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.