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Raleigh Capital Management’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Raleigh Capital Management’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
Q3 		– Sell
-212
Closed -$4.9K – 1033
2024
Q2 		$4.9K Sell
212
-1,843
-90% -$42.9K ﹤0.01% 676
2024
Q1 		$48K Buy
+2,055
New +$48.5K 0.02% 301

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
TPW
Talon Private Wealth The Villages, Florida $753M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Raleigh Capital Management's JUCY Position: Q3 2024 in Review

Raleigh Capital Management sold out of Aptus Enhanced Yield ETF (JUCY) in Q3 2024, closing a stake of 212 shares — an estimated $4.9K sold.

Raleigh Capital Management first reported a position in JUCY in Q1 2024 and held it in 2 quarters. The position peaked at $48K in Q1 2024. 46 funds tracked by Wall St. Rank hold JUCY as of Q3 2024.

  • Raleigh Capital Management reported no remaining Aptus Enhanced Yield ETF position as of Q3 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 212 Aptus Enhanced Yield ETF shares in Q3 2024, an estimated $4.9K.
  • Raleigh Capital Management first reported a position in Aptus Enhanced Yield ETF in Q1 2024 and held it in 2 quarters.
  • Raleigh Capital Management's Aptus Enhanced Yield ETF position peaked at $48K in Q1 2024.
  • 46 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q3 2024.

Based on Raleigh Capital Management's 13F filing for Q3 2024, filed 21 Oct 2024.