Back to Integrated Wealth Concepts LLC

DUBS
Showing 8 of 10 quarters

Position history for Integrated Wealth Concepts LLC's holdings in APTUS LARGE

Integrated Wealth Concepts LLC holds 2.6M shares of DUBS (APTUS LARGE), worth $92.2M as of 2026-Q1. The position was increased (+23.4% shares). DUBS represents 0.7% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$92.2M

Current Shares

2.6M

Total Value Change

+$55M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.6M
+23.4%
$92.2M0.7%$37.62
51
2025-Q4
Decreased
2.1M
-9.6%
$78.1M0.9%$37.92
0
2025-Q3
Increased
2.3M
+11.2%
$83.8M0.7%$36.17
47
2025-Q2
Increased
2.1M
+28.2%
$69.7M0.7%$33.19
52
2025-Q1
Increased
1.6M
+3.3%
$49.6M0.6%$30.18
43
2024-Q4
Increased
1.6M
+12.5%
$50.3M0.6%$31.77
46
2024-Q3
Increased
1.4M
+13.0%
$43.8M0.5%$30.64
46
2024-Q2
Increased
1.2M
+102.6%
$37.2M0.5%$29.27
66

Other major holders of DUBS: Aptus Capital Advisors, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used