LRWM
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Lord & Richards Wealth Management’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Lord & Richards Wealth Management’s Portfolio JUCY Stock Details JUCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.33M Buy
104,615
+16,687
+19% +$371K 2.43% 10
2025
Q1 		$2.01M Buy
87,928
+46,641
+113% +$1.06M 2.28% 9
2024
Q4 		$940K Buy
+41,287
New +$940K 1.98% 12