Mariner
JUCY icon

Mariner’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Mariner’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
Q4 		– Sell
-25,228
Closed -$586K – 3456
2024
Q3 		$586K Sell
25,228
-51,191
-67% -$1.19M ﹤0.01% 2006
2024
Q2 		$1.77M Sell
76,419
-41,442
-35% -$965K ﹤0.01% 1177
2024
Q1 		$2.76M Buy
117,861
+69,955
+146% +$1.65M 0.01% 955
2023
Q4 		$1.13M Buy
+47,906
New +$1.15M ﹤0.01% 1352

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
TPW
Talon Private Wealth The Villages, Florida $753M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 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

Mariner's JUCY Position: Q4 2024 in Review

Mariner sold out of Aptus Enhanced Yield ETF (JUCY) in Q4 2024, closing a stake of 25,228 shares — an estimated $586K sold.

Mariner first reported a position in JUCY in Q4 2023 and held it in 4 quarters. The position peaked at $2.76M in Q1 2024. 49 funds tracked by Wall St. Rank hold JUCY as of Q4 2024.

  • Mariner reported no remaining Aptus Enhanced Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Mariner sold 25,228 Aptus Enhanced Yield ETF shares in Q4 2024, an estimated $586K.
  • Mariner first reported a position in Aptus Enhanced Yield ETF in Q4 2023 and held it in 4 quarters.
  • Mariner's Aptus Enhanced Yield ETF position peaked at $2.76M in Q1 2024.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q4 2024.

Based on Mariner's 13F filing for Q4 2024, filed 13 Feb 2025.