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SWS Partners’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

SWS Partners’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
2026
Q1 		$13.5M Buy
546,125
+7,180
+1% +$184K 3.32% 4
2025
Q4 		$13.1M Buy
538,945
+13,122
+2% +$315K 3.17% 5
2025
Q3 		$12.4M Buy
525,823
+67,776
+15% +$1.56M 3.02% 4
2025
Q2 		$10.2M Buy
458,047
+94,095
+26% +$2.02M 2.75% 5
2025
Q1 		$7.59M Buy
363,952
+63,563
+21% +$1.32M 2.49% 5
2024
Q4 		$6.03M Buy
+300,389
New +$6.34M 1.83% 10

Other funds holding IDUB

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $159M AUM
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
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

SWS Partners's IDUB Position: Q1 2026 in Review

SWS Partners increased its Aptus International Enhanced Yield ETF (IDUB) stake by 1.3% in Q1 2026, buying an estimated $184K and bringing the position to 546,125 shares worth $13.5M. The position accounts for 3.32% of the portfolio, ranked #4.

SWS Partners first reported a position in IDUB in Q4 2024 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold IDUB as of Q1 2026.

  • SWS Partners held 546,125 shares of Aptus International Enhanced Yield ETF worth $13.5M as of Q1 2026.
  • SWS Partners bought 7,180 Aptus International Enhanced Yield ETF shares in Q1 2026, an estimated $184K.
  • Aptus International Enhanced Yield ETF made up 3.32% of SWS Partners's portfolio in Q1 2026, its #4 holding.
  • SWS Partners first reported a position in Aptus International Enhanced Yield ETF in Q4 2024 and has held it in 6 quarters since.
  • 47 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q1 2026.

Based on SWS Partners's 13F filing for Q1 2026, filed 21 Apr 2026.