UAG
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United Advisor Group’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

United Advisor Group’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
2024
Q4 		– Sell
-117,668
Closed -$2.56M – 380
2024
Q3 		$2.56M Buy
117,668
+26,705
+29% +$561K 0.58% 44
2024
Q2 		$1.87M Buy
90,963
+52,462
+136% +$1.09M 0.58% 51
2024
Q1 		$801K Buy
+38,501
New +$778K 0.3% 89

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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
RB
Renasant Bank Tupelo, Mississippi $141M AUM 16.9% 1-Year Est. Return

United Advisor Group's IDUB Position: Q4 2024 in Review

United Advisor Group sold out of Aptus International Enhanced Yield ETF (IDUB) in Q4 2024, closing a stake of 117,668 shares — an estimated $2.56M sold.

United Advisor Group first reported a position in IDUB in Q1 2024 and held it in 3 quarters. The position peaked at $2.56M in Q3 2024. 34 funds tracked by Wall St. Rank hold IDUB as of Q4 2024.

  • United Advisor Group reported no remaining Aptus International Enhanced Yield ETF position as of Q4 2024 after selling out during the quarter.
  • United Advisor Group sold 117,668 Aptus International Enhanced Yield ETF shares in Q4 2024, an estimated $2.56M.
  • United Advisor Group first reported a position in Aptus International Enhanced Yield ETF in Q1 2024 and held it in 3 quarters.
  • United Advisor Group's Aptus International Enhanced Yield ETF position peaked at $2.56M in Q3 2024.
  • 34 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q4 2024.

Based on United Advisor Group's 13F filing for Q4 2024, filed 24 Feb 2025.