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Sugarloaf Wealth Management’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$21.8M Buy
676,531
+10,438
+2% +$341K 4.13% 7
2024
Q3 		$21.1M Buy
666,093
+11,749
+2% +$361K 3.99% 9
2024
Q2 		$19.9M Buy
654,344
+7,434
+1% +$218K 4.02% 8
2024
Q1 		$18.9M Buy
646,910
+84,195
+15% +$2.35M 3.92% 9
2023
Q4 		$15M Buy
562,715
+6,869
+1% +$175K 3.62% 8
2023
Q3 		$13.7M Buy
+555,846
New +$14.2M 3.47% 8

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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Sugarloaf Wealth Management's DUBS Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Aptus Large Cap Enhanced Yield ETF (DUBS) stake by 1.6% in Q4 2024, buying an estimated $341K and bringing the position to 676,531 shares worth $21.8M. The position accounts for 4.13% of the portfolio, ranked #7.

Sugarloaf Wealth Management first reported a position in DUBS in Q3 2023 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold DUBS as of Q4 2024.

  • Sugarloaf Wealth Management held 676,531 shares of Aptus Large Cap Enhanced Yield ETF worth $21.8M as of Q4 2024.
  • Sugarloaf Wealth Management bought 10,438 Aptus Large Cap Enhanced Yield ETF shares in Q4 2024, an estimated $341K.
  • Aptus Large Cap Enhanced Yield ETF made up 4.13% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #7 holding.
  • Sugarloaf Wealth Management first reported a position in Aptus Large Cap Enhanced Yield ETF in Q3 2023 and has held it in 6 quarters since.
  • 28 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.