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Triad Wealth Partners’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-301
Closed -$9.14K – 278
2024
Q2 		$9.14K Buy
+301
New +$8.82K ﹤0.01% 465

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
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 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 $1.42B AUM 21.08% 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
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Triad Wealth Partners's DUBS Position: Q3 2024 in Review

Triad Wealth Partners sold out of Aptus Large Cap Enhanced Yield ETF (DUBS) in Q3 2024, closing a stake of 301 shares — an estimated $9.14K sold.

Triad Wealth Partners first reported a position in DUBS in Q2 2024 and held it in 1 quarter. The position peaked at $9.14K in Q2 2024. 25 funds tracked by Wall St. Rank hold DUBS as of Q3 2024.

  • Triad Wealth Partners reported no remaining Aptus Large Cap Enhanced Yield ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 301 Aptus Large Cap Enhanced Yield ETF shares in Q3 2024, an estimated $9.14K.
  • Triad Wealth Partners first reported a position in Aptus Large Cap Enhanced Yield ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Aptus Large Cap Enhanced Yield ETF position peaked at $9.14K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.