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Atomi Financial Group’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Atomi Financial Group’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
2024
Q4 		– Sell
-17,404
Closed -$404K – 1001
2024
Q3 		$404K Buy
17,404
+1,276
+8% +$29.7K 0.03% 541
2024
Q2 		$373K Buy
16,128
+1,463
+10% +$34.1K 0.03% 503
2024
Q1 		$343K Sell
14,665
-4,706
-24% -$111K 0.03% 485
2023
Q4 		$458K Sell
19,371
-367
-2% -$8.83K 0.06% 296
2023
Q3 		$478K Sell
19,738
-16,462
-45% -$402K 0.16% 161
2023
Q2 		$882K Buy
36,200
+12,877
+55% +$319K 0.4% 70
2023
Q1 		$581K Buy
+23,323
New +$585K 0.32% 87

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
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Atomi Financial Group's JUCY Position: Q4 2024 in Review

Atomi Financial Group sold out of Aptus Enhanced Yield ETF (JUCY) in Q4 2024, closing a stake of 17,404 shares — an estimated $404K sold.

Atomi Financial Group first reported a position in JUCY in Q1 2023 and held it in 7 quarters. The position peaked at $882K in Q2 2023. 49 funds tracked by Wall St. Rank hold JUCY as of Q4 2024.

  • Atomi Financial Group reported no remaining Aptus Enhanced Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Atomi Financial Group sold 17,404 Aptus Enhanced Yield ETF shares in Q4 2024, an estimated $404K.
  • Atomi Financial Group first reported a position in Aptus Enhanced Yield ETF in Q1 2023 and held it in 7 quarters.
  • Atomi Financial Group's Aptus Enhanced Yield ETF position peaked at $882K in Q2 2023.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q4 2024.

Based on Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.