UBS Group
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UBS Group’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

UBS Group’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 		– Sell
-76
Closed -$2.41K – 10023
2024
Q3 		$2.41K Buy
+76
New +$2.34K ﹤0.01% 8436
2024
Q1 		– Sell
-1,385
Closed -$37K – 9452
2023
Q4 		$37K Buy
1,385
+1,066
+334% +$27.2K ﹤0.01% 6716
2023
Q3 		$7.87K Buy
+319
New +$8.16K ﹤0.01% 7209

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
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 $241M AUM 17.43% 1-Year Est. Return

UBS Group's DUBS Position: Q4 2024 in Review

UBS Group sold out of Aptus Large Cap Enhanced Yield ETF (DUBS) in Q4 2024, closing a stake of 76 shares — an estimated $2.41K sold.

UBS Group first reported a position in DUBS in Q3 2023 and held it in 3 quarters. The position peaked at $37K in Q4 2023. 28 funds tracked by Wall St. Rank hold DUBS as of Q4 2024.

  • UBS Group reported no remaining Aptus Large Cap Enhanced Yield ETF position as of Q4 2024 after selling out during the quarter.
  • UBS Group sold 76 Aptus Large Cap Enhanced Yield ETF shares in Q4 2024, an estimated $2.41K.
  • UBS Group first reported a position in Aptus Large Cap Enhanced Yield ETF in Q3 2023 and held it in 3 quarters.
  • UBS Group's Aptus Large Cap Enhanced Yield ETF position peaked at $37K in Q4 2023.
  • 28 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.