S.C. Financial Services
IDUB icon

S.C. Financial Services’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

S.C. Financial Services’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
Q4 		– Sell
-16,078
Closed -$286K – 127
2022
Q3 		$286K Sell
16,078
-1,162
-7% -$22.8K 0.45% 79
2022
Q2 		$346K Buy
17,240
+3,379
+24% +$71.7K 0.53% 61
2022
Q1 		$315K Sell
13,861
-283
-2% -$6.59K 0.4% 83
2021
Q4 		$346K Buy
+14,144
New +$350K 0.4% 84

Other funds holding IDUB

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Sugarloaf Wealth Management
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Derbend Asset Management
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
One Plus One Wealth Management
One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return

S.C. Financial Services's IDUB Position: Q4 2022 in Review

S.C. Financial Services sold out of Aptus International Enhanced Yield ETF (IDUB) in Q4 2022, closing a stake of 16,078 shares — an estimated $286K sold.

S.C. Financial Services first reported a position in IDUB in Q4 2021 and held it in 4 quarters. The position peaked at $346K in Q2 2022. 21 funds tracked by Wall St. Rank hold IDUB as of Q4 2022.

  • S.C. Financial Services reported no remaining Aptus International Enhanced Yield ETF position as of Q4 2022 after selling out during the quarter.
  • S.C. Financial Services sold 16,078 Aptus International Enhanced Yield ETF shares in Q4 2022, an estimated $286K.
  • S.C. Financial Services first reported a position in Aptus International Enhanced Yield ETF in Q4 2021 and held it in 4 quarters.
  • S.C. Financial Services's Aptus International Enhanced Yield ETF position peaked at $346K in Q2 2022.
  • 21 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.