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Global Retirement Partners’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Global Retirement Partners’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
Q2 		– Sell
-347
Closed -$8.11K – 3598
2024
Q1 		$8.11K Sell
347
-3,709
-91% -$87.5K ﹤0.01% 2206
2023
Q4 		$96.6K Sell
4,056
-500
-11% -$12K ﹤0.01% 1065
2023
Q3 		$110K Sell
4,556
-38,058
-89% -$928K 0.01% 894
2023
Q2 		$1.04M Buy
+42,614
New +$1.06M 0.05% 312

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
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 $374B AUM 17.66% 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
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return

Global Retirement Partners's JUCY Position: Q2 2024 in Review

Global Retirement Partners sold out of Aptus Enhanced Yield ETF (JUCY) in Q2 2024, closing a stake of 347 shares — an estimated $8.11K sold.

Global Retirement Partners first reported a position in JUCY in Q2 2023 and held it in 4 quarters. The position peaked at $1.04M in Q2 2023. 45 funds tracked by Wall St. Rank hold JUCY as of Q2 2024.

  • Global Retirement Partners reported no remaining Aptus Enhanced Yield ETF position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 347 Aptus Enhanced Yield ETF shares in Q2 2024, an estimated $8.11K.
  • Global Retirement Partners first reported a position in Aptus Enhanced Yield ETF in Q2 2023 and held it in 4 quarters.
  • Global Retirement Partners's Aptus Enhanced Yield ETF position peaked at $1.04M in Q2 2023.
  • 45 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.