IDUB ETF SER SOLUTIONS

Ownership history in MBE Wealth Management, LLC  ·  15 quarters on record

AI Ownership Summary

MBE Wealth Management, LLC reported ETF SER SOLUTIONS (IDUB) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.81% in 2025 Q1. The latest visible filing shows IDUB at 3.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IDUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MBE Wealth Management, LLC's position in ETF SER SOLUTIONS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IDUB was reported at 3.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.81% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MBE Wealth Management, LLC held IDUB — position size vs. price
% of Fund (quarterly)    IDUB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 333,056 +8,506 +2.6% 3.39% $8.1M 2026-02-14 (Est.) $26.23
2025 Q3 REDUCED 324,550 -55,681 -14.6% 3.31% $7.6M 2025-10-28 $23.62
2025 Q2 REDUCED 380,231 -1,324 -0.3% 3.68% $8.5M 2025-07-16 $21.53
2025 Q1 ADDED 381,555 +244,414 +178.2% 3.81% $8.0M 2025-04-22 $19.60
2024 Q4 ADDED 137,141 +30,568 +28.7% 1.55% $2.8M 2025-01-22 $19.16
2024 Q3 ADDED 106,573 +14,468 +15.7% 1.28% $2.3M 2024-10-21 $19.74
2024 Q2 ADDED 92,105 +5,144 +5.9% 1.15% $1.9M 2024-07-22 $19.09
2024 Q1 ADDED 86,961 +22,527 +35.0% 1.12% $1.8M 2024-04-22 $18.10
2023 Q4 ADDED 64,434 +32,445 +101.4% 0.66% $1.3M 2024-01-29 $17.73
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MBE Wealth Management, LLC and IDUB

These are the practical questions this page is built to answer before you even open the full history table.

How long has MBE Wealth Management, LLC reported owning IDUB?

MBE Wealth Management, LLC reported IDUB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IDUB position in MBE Wealth Management, LLC's portfolio?

The largest reported portfolio weight for IDUB was 3.81% in 2025 Q1.

What is the latest reported IDUB position on this page?

The most recent filing on this page is 2025 Q4, when MBE Wealth Management, LLC reported 333,056 shares, equal to 3.39% of portfolio, with an estimated market value of $8.1M.

What does the chart on this IDUB ownership page compare?

The chart compares MBE Wealth Management, LLC's quarterly IDUB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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