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Coppell Advisory Solutions’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Coppell Advisory 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
2025
Q1 		– Sell
-4,130
Closed -$94.1K – 1146
2024
Q4 		$94.1K Sell
4,130
-313
-7% -$7.22K 0.01% 432
2024
Q3 		$103K Sell
4,443
-1,354
-23% -$31.5K 0.02% 393
2024
Q2 		$134K Buy
+5,797
New +$135K 0.02% 333
2023
Q4 		$293K Buy
+12,385
New +$298K 0.06% 211

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

Coppell Advisory Solutions's JUCY Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Aptus Enhanced Yield ETF (JUCY) in Q1 2025, closing a stake of 4,130 shares — an estimated $94.1K sold.

Coppell Advisory Solutions first reported a position in JUCY in Q4 2023 and held it in 4 quarters. The position peaked at $293K in Q4 2023. 56 funds tracked by Wall St. Rank hold JUCY as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Aptus Enhanced Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,130 Aptus Enhanced Yield ETF shares in Q1 2025, an estimated $94.1K.
  • Coppell Advisory Solutions first reported a position in Aptus Enhanced Yield ETF in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Aptus Enhanced Yield ETF position peaked at $293K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.