Aptus Large Cap Enhanced Yield ETF (DUBS)

• Market cap: $198M
• 1 day: -3.21%
• 5 days: 0.52%
• 1 month: -6.37%
• 3 months: -9.58%
• 6 months: -9.18%
• Year to date: -10.17%
• 1 year: 0.31%
• 5 years: 15.92%
• 10 years: 15.92%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

12% more funds holding

Funds holding: 25 [Q3] → 28 (+3) [Q4]

5% more capital invested

Capital invested by funds: $232M [Q3] → $243M (+$11.2M) [Q4]

0.96% less ownership

Funds ownership: 117.07% [Q3] → 116.11% (-0.96%) [Q4]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]