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Atria Wealth Solutions’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-9,448
Closed -$221K – 2006
2024
Q1 		$221K Buy
+9,448
New +$223K ﹤0.01% 1762

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
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return

Atria Wealth Solutions's JUCY Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Aptus Enhanced Yield ETF (JUCY) in Q2 2024, closing a stake of 9,448 shares — an estimated $221K sold.

Atria Wealth Solutions first reported a position in JUCY in Q1 2024 and held it in 1 quarter. The position peaked at $221K in Q1 2024. 45 funds tracked by Wall St. Rank hold JUCY as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Aptus Enhanced Yield ETF position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,448 Aptus Enhanced Yield ETF shares in Q2 2024, an estimated $221K.
  • Atria Wealth Solutions first reported a position in Aptus Enhanced Yield ETF in Q1 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Aptus Enhanced Yield ETF position peaked at $221K in Q1 2024.
  • 45 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.