FP
Fiduciary Planning’s Aptus Enhanced Yield ETF JUCY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-851,648
| Closed | -$20.6M | – | 63 |
|
|
2023
Q3 | $20.6M | Sell |
851,648
-647,416
| -43% | -$15.7M | 9.74% | 2 |
|
|
2023
Q2 | $36.5M | Buy |
1,499,064
+483,610
| +48% | +$11.8M | 16.81% | 2 |
|
|
2023
Q1 | $25.3M | Sell |
1,015,454
-226,163
| -18% | -$5.64M | 11.99% | 3 |
|
|
2022
Q4 | $31.1M | Buy |
+1,241,617
| New | +$31.1M | 15.1% | 2 |
|