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Raymond James & Associates’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Raymond James & Associates’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
2023
Q4 		– Sell
-24,000
Closed -$581K – 3888
2023
Q3 		$581K Hold
24,000
– – ﹤0.01% 2801
2023
Q2 		$585K Sell
24,000
-295
-1% -$7.32K ﹤0.01% 2836
2023
Q1 		$605K Buy
+24,295
New +$609K ﹤0.01% 2802

Other funds holding JUCY

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
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 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
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Raymond James & Associates's JUCY Position: Q4 2023 in Review

Raymond James & Associates sold out of Aptus Enhanced Yield ETF (JUCY) in Q4 2023, closing a stake of 24,000 shares — an estimated $581K sold.

Raymond James & Associates first reported a position in JUCY in Q1 2023 and held it in 3 quarters. The position peaked at $605K in Q1 2023. 40 funds tracked by Wall St. Rank hold JUCY as of Q4 2023.

  • Raymond James & Associates reported no remaining Aptus Enhanced Yield ETF position as of Q4 2023 after selling out during the quarter.
  • Raymond James & Associates sold 24,000 Aptus Enhanced Yield ETF shares in Q4 2023, an estimated $581K.
  • Raymond James & Associates first reported a position in Aptus Enhanced Yield ETF in Q1 2023 and held it in 3 quarters.
  • Raymond James & Associates's Aptus Enhanced Yield ETF position peaked at $605K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q4 2023.

Based on Raymond James & Associates's 13F filing for Q4 2023, filed 16 Jan 2024.