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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

BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 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.