Avior Wealth Management
JUCY icon

Avior Wealth Management’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Avior Wealth Management’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
2023
Q2 		– Sell
-4,289
Closed -$107K – 1626
2023
Q1 		$107K Buy
+4,289
New +$107K 0.01% 628

Other funds holding JUCY

Bienville Capital Management
Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
JT Stratford LLC
JT Stratford LLC Gainesville, Georgia $912M AUM 34.38% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return

Avior Wealth Management's JUCY Position: Q2 2023 in Review

Avior Wealth Management sold out of Aptus Enhanced Yield ETF (JUCY) in Q2 2023, closing a stake of 4,289 shares — an estimated $107K sold.

Avior Wealth Management first reported a position in JUCY in Q1 2023 and held it in 1 quarter. The position peaked at $107K in Q1 2023. 25 funds tracked by Wall St. Rank hold JUCY as of Q2 2023.

  • Avior Wealth Management reported no remaining Aptus Enhanced Yield ETF position as of Q2 2023 after selling out during the quarter.
  • Avior Wealth Management sold 4,289 Aptus Enhanced Yield ETF shares in Q2 2023, an estimated $107K.
  • Avior Wealth Management first reported a position in Aptus Enhanced Yield ETF in Q1 2023 and held it in 1 quarter.
  • Avior Wealth Management's Aptus Enhanced Yield ETF position peaked at $107K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.