TVM
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True Vision MN’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

True Vision MN’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
2026
Q1 		– Sell
-34,352
Closed -$1.29M – 103
2025
Q4 		$1.29M Sell
34,352
-1,779
-5% -$66.3K 0.66% 34
2025
Q3 		$1.32M Sell
36,131
-581
-2% -$20.4K 0.69% 33
2025
Q2 		$1.24M Sell
36,712
-6,570
-15% -$206K 0.69% 37
2025
Q1 		$1.34M Buy
43,282
+143
+0.3% +$4.64K 0.8% 31
2024
Q4 		$1.39M Sell
43,139
-217
-0.5% -$7.08K 0.83% 27
2024
Q3 		$1.37M Buy
43,356
+5,036
+13% +$155K 0.82% 25
2024
Q2 		$1.16M Buy
+38,320
New +$1.12M 0.76% 29

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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 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
6SA
6th Street Advisors Daphne, Alabama $159M AUM
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
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

True Vision MN's DUBS Position: Q1 2026 in Review

True Vision MN sold out of Aptus Large Cap Enhanced Yield ETF (DUBS) in Q1 2026, closing a stake of 34,352 shares — an estimated $1.29M sold.

True Vision MN first reported a position in DUBS in Q2 2024 and held it in 7 quarters. The position peaked at $1.39M in Q4 2024. 38 funds tracked by Wall St. Rank hold DUBS as of Q1 2026.

  • True Vision MN reported no remaining Aptus Large Cap Enhanced Yield ETF position as of Q1 2026 after selling out during the quarter.
  • True Vision MN sold 34,352 Aptus Large Cap Enhanced Yield ETF shares in Q1 2026, an estimated $1.29M.
  • True Vision MN first reported a position in Aptus Large Cap Enhanced Yield ETF in Q2 2024 and held it in 7 quarters.
  • True Vision MN's Aptus Large Cap Enhanced Yield ETF position peaked at $1.39M in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.