Golden State Equity Partners’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Golden State Equity 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 Q3	–	Sell	-11,741	Closed	-$272K	–	865
2024 Q2	$272K	Buy	+11,741	New	+$273K	0.06%	333
2023 Q4	$1.33M	Sell	56,253 -18,135	-24%	-$436K	0.32%	76
2023 Q3	$1.8M	Sell	74,388 -106	-0.1%	-$2.59K	0.5%	48
2023 Q2	$1.82M	Buy	74,494 +24,835	+50%	+$616K	0.51%	41
2023 Q1	$1.24M	Buy	+49,659	New	+$1.24M	0.67%	45

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

TPW

Talon Private Wealth The Villages, Florida $753M AUM

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

SWM

Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Golden State Equity Partners's JUCY Position: Q3 2024 in Review

Golden State Equity Partners sold out of Aptus Enhanced Yield ETF (JUCY) in Q3 2024, closing a stake of 11,741 shares — an estimated $272K sold.

Golden State Equity Partners first reported a position in JUCY in Q1 2023 and held it in 5 quarters. The position peaked at $1.82M in Q2 2023. 46 funds tracked by Wall St. Rank hold JUCY as of Q3 2024.

Golden State Equity Partners reported no remaining Aptus Enhanced Yield ETF position as of Q3 2024 after selling out during the quarter.
Golden State Equity Partners sold 11,741 Aptus Enhanced Yield ETF shares in Q3 2024, an estimated $272K.
Golden State Equity Partners first reported a position in Aptus Enhanced Yield ETF in Q1 2023 and held it in 5 quarters.
Golden State Equity Partners's Aptus Enhanced Yield ETF position peaked at $1.82M in Q2 2023.
46 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q3 2024.

Based on Golden State Equity Partners's 13F filing for Q3 2024, filed 25 Oct 2024.