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Fiduciary Planning’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Fiduciary Planning’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
Q4 		– Sell
-851,648
Closed -$20.6M – 63
2023
Q3 		$20.6M Sell
851,648
-647,416
-43% -$15.8M 9.74% 2
2023
Q2 		$36.5M Buy
1,499,064
+483,610
+48% +$12M 16.81% 2
2023
Q1 		$25.3M Sell
1,015,454
-226,163
-18% -$5.67M 11.99% 3
2022
Q4 		$31.1M Buy
+1,241,617
New +$31.2M 15.1% 2

Other funds holding JUCY

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
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Fiduciary Planning's JUCY Position: Q4 2023 in Review

Fiduciary Planning sold out of Aptus Enhanced Yield ETF (JUCY) in Q4 2023, closing a stake of 851,648 shares — an estimated $20.6M sold.

Fiduciary Planning first reported a position in JUCY in Q4 2022 and held it in 4 quarters. The position peaked at $36.5M in Q2 2023. 40 funds tracked by Wall St. Rank hold JUCY as of Q4 2023.

  • Fiduciary Planning reported no remaining Aptus Enhanced Yield ETF position as of Q4 2023 after selling out during the quarter.
  • Fiduciary Planning sold 851,648 Aptus Enhanced Yield ETF shares in Q4 2023, an estimated $20.6M.
  • Fiduciary Planning first reported a position in Aptus Enhanced Yield ETF in Q4 2022 and held it in 4 quarters.
  • Fiduciary Planning's Aptus Enhanced Yield ETF position peaked at $36.5M in Q2 2023.
  • 40 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q4 2023.

Based on Fiduciary Planning's 13F filing for Q4 2023, filed 25 Jan 2024.