Fidelity Investments
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Fidelity Investments’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Fidelity Investments’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
Q4 		– Sell
-680
Closed -$15.8K – 5697
2024
Q3 		$15.8K Buy
+680
New +$15.8K ﹤0.01% 4281

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
TPW
Talon Private Wealth The Villages, Florida $753M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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
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

Fidelity Investments's JUCY Position: Q4 2024 in Review

Fidelity Investments sold out of Aptus Enhanced Yield ETF (JUCY) in Q4 2024, closing a stake of 680 shares — an estimated $15.8K sold.

Fidelity Investments first reported a position in JUCY in Q3 2024 and held it in 1 quarter. The position peaked at $15.8K in Q3 2024. 49 funds tracked by Wall St. Rank hold JUCY as of Q4 2024.

  • Fidelity Investments reported no remaining Aptus Enhanced Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 680 Aptus Enhanced Yield ETF shares in Q4 2024, an estimated $15.8K.
  • Fidelity Investments first reported a position in Aptus Enhanced Yield ETF in Q3 2024 and held it in 1 quarter.
  • Fidelity Investments's Aptus Enhanced Yield ETF position peaked at $15.8K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.