Guardian Wealth Advisors (North Carolina)’s Aptus Enhanced Yield ETF JUCY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $53.7M | Sell |
2,417,496
-98,966
| -4% | -$2.2M | 3.78% | 4 |
|
2025
Q1 | $57.5M | Buy |
2,516,462
+140,465
| +6% | +$3.21M | 4.59% | 3 |
|
2024
Q4 | $54.1M | Buy |
2,375,997
+68,118
| +3% | +$1.55M | 4.26% | 3 |
|
2024
Q3 | $53.6M | Buy |
2,307,879
+108,181
| +5% | +$2.51M | 5.68% | 3 |
|
2024
Q2 | $50.9M | Buy |
2,199,698
+55,953
| +3% | +$1.29M | 5.95% | 3 |
|
2024
Q1 | $50.1M | Buy |
+2,143,745
| New | +$50.1M | 6.13% | 3 |
|