IWC
Integrated Wealth Concepts’s Aptus Enhanced Yield ETF JUCY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Sell |
700,966
-450,626
| -39% | -$10M | 0.16% | 136 |
|
|
2025
Q1 | $26.3M | Sell |
1,151,592
-103,286
| -8% | -$2.36M | 0.31% | 70 |
|
|
2024
Q4 | $28.6M | Sell |
1,254,878
-191,739
| -13% | -$4.37M | 0.33% | 60 |
|
|
2024
Q3 | $33.6M | Buy |
1,446,617
+152,288
| +12% | +$3.53M | 0.41% | 51 |
|
|
2024
Q2 | $29.9M | Buy |
1,294,329
+120,938
| +10% | +$2.8M | 0.41% | 46 |
|
|
2024
Q1 | $27.4M | Sell |
1,173,391
-23,404
| -2% | -$547K | 0.4% | 42 |
|
|
2023
Q4 | $28.3M | Buy |
1,196,795
+646,517
| +117% | +$15.3M | 0.46% | 36 |
|
|
2023
Q3 | $13.3M | Sell |
550,278
-23,437
| -4% | -$568K | 0.24% | 105 |
|
|
2023
Q2 | $14M | Buy |
+573,715
| New | +$14M | 0.24% | 104 |
|