AssetMark Inc
JUCY icon

AssetMark Inc’s Aptus Enhanced Yield ETF JUCY Stock Holding History

AssetMark Inc’s Portfolio JUCY Stock Details JUCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-274
Closed -$6.24K – 2692
2024
Q4 		$6.24K Buy
+274
New +$6.32K ﹤0.01% 1882

Other funds holding JUCY

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

AssetMark Inc's JUCY Position: Q1 2025 in Review

AssetMark Inc sold out of Aptus Enhanced Yield ETF (JUCY) in Q1 2025, closing a stake of 274 shares — an estimated $6.24K sold.

AssetMark Inc first reported a position in JUCY in Q4 2024 and held it in 1 quarter. The position peaked at $6.24K in Q4 2024. 56 funds tracked by Wall St. Rank hold JUCY as of Q1 2025.

  • AssetMark Inc reported no remaining Aptus Enhanced Yield ETF position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 274 Aptus Enhanced Yield ETF shares in Q1 2025, an estimated $6.24K.
  • AssetMark Inc first reported a position in Aptus Enhanced Yield ETF in Q4 2024 and held it in 1 quarter.
  • AssetMark Inc's Aptus Enhanced Yield ETF position peaked at $6.24K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.