Precision Wealth Strategies’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Precision Wealth Strategies’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 Q1	–	Sell	-221,171	Closed	-$5.23M	–	111
2023 Q4	$5.23M	Buy	221,171 +78,898	+55%	+$1.9M	5.09%	5
2023 Q3	$3.45M	Buy	142,273 +106,389	+296%	+$2.6M	3.74%	6
2023 Q2	$874K	Buy	35,884 +26,214	+271%	+$650K	1.43%	14
2023 Q1	$241K	Buy	+9,670	New	+$242K	0.38%	56

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

SLC

Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ICM

Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return

JSL

JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

SFG

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

Precision Wealth Strategies's JUCY Position: Q1 2024 in Review

Precision Wealth Strategies sold out of Aptus Enhanced Yield ETF (JUCY) in Q1 2024, closing a stake of 221,171 shares — an estimated $5.23M sold.

Precision Wealth Strategies first reported a position in JUCY in Q1 2023 and held it in 4 quarters. The position peaked at $5.23M in Q4 2023. 42 funds tracked by Wall St. Rank hold JUCY as of Q1 2024.

Precision Wealth Strategies reported no remaining Aptus Enhanced Yield ETF position as of Q1 2024 after selling out during the quarter.
Precision Wealth Strategies sold 221,171 Aptus Enhanced Yield ETF shares in Q1 2024, an estimated $5.23M.
Precision Wealth Strategies first reported a position in Aptus Enhanced Yield ETF in Q1 2023 and held it in 4 quarters.
Precision Wealth Strategies's Aptus Enhanced Yield ETF position peaked at $5.23M in Q4 2023.
42 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2024.

Based on Precision Wealth Strategies's 13F filing for Q1 2024, filed 1 May 2024.