SWM
Sugarloaf Wealth Management’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $21.8M | Buy |
676,531
+10,438
| +2% | +$337K | 4.13% | 7 |
|
|
2024
Q3 | $21.1M | Buy |
666,093
+11,749
| +2% | +$372K | 3.99% | 9 |
|
|
2024
Q2 | $19.9M | Buy |
654,344
+7,434
| +1% | +$226K | 4.02% | 8 |
|
|
2024
Q1 | $18.9M | Buy |
646,910
+84,195
| +15% | +$2.46M | 3.92% | 9 |
|
|
2023
Q4 | $15M | Buy |
562,715
+6,869
| +1% | +$183K | 3.62% | 8 |
|
|
2023
Q3 | $13.7M | Buy |
+555,846
| New | +$13.7M | 3.47% | 8 |
|