Bank of America
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Bank of America’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Bank of America’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
Q3 		– Sell
-242
Closed -$5.6K – 8301
2024
Q2 		$5.6K Buy
+242
New +$5.63K ﹤0.01% 6988

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
TPW
Talon Private Wealth The Villages, Florida $753M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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 $424B AUM 22.94% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Bank of America's JUCY Position: Q3 2024 in Review

Bank of America sold out of Aptus Enhanced Yield ETF (JUCY) in Q3 2024, closing a stake of 242 shares — an estimated $5.6K sold.

Bank of America first reported a position in JUCY in Q2 2024 and held it in 1 quarter. The position peaked at $5.6K in Q2 2024. 46 funds tracked by Wall St. Rank hold JUCY as of Q3 2024.

  • Bank of America reported no remaining Aptus Enhanced Yield ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of America sold 242 Aptus Enhanced Yield ETF shares in Q3 2024, an estimated $5.6K.
  • Bank of America first reported a position in Aptus Enhanced Yield ETF in Q2 2024 and held it in 1 quarter.
  • Bank of America's Aptus Enhanced Yield ETF position peaked at $5.6K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q3 2024.

Based on Bank of America's 13F filing for Q3 2024, filed 14 Nov 2024.