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Valeo Financial Advisors’s Aptus Large Cap Enhanced Yield ETF DUBS Stock Holding History

Valeo Financial Advisors’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
Q2 		$345K Buy
+8,288
New +$335K 0.01% 568

Other funds holding DUBS

OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Valeo Financial Advisors's DUBS Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Aptus Large Cap Enhanced Yield ETF (DUBS) in Q2 2026: 8,288 shares worth $345K. The stake represents 0.01% of the portfolio and ranks #568 among its holdings.

6 funds tracked by Wall St. Rank hold DUBS as of Q2 2026.

  • Valeo Financial Advisors held 8,288 shares of Aptus Large Cap Enhanced Yield ETF worth $345K as of Q2 2026.
  • Aptus Large Cap Enhanced Yield ETF was a new Valeo Financial Advisors position in Q2 2026.
  • Aptus Large Cap Enhanced Yield ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #568 holding.
  • 6 funds tracked by Wall St. Rank held Aptus Large Cap Enhanced Yield ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.