Simplex Trading
JUCY icon

Simplex Trading’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Simplex Trading’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
-100
Closed -$2K – 9345
2023
Q4 		$2K Buy
+100
New +$2.41K ﹤0.01% 8287

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
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

Simplex Trading's JUCY Position: Q1 2024 in Review

Simplex Trading sold out of Aptus Enhanced Yield ETF (JUCY) in Q1 2024, closing a stake of 100 shares — an estimated $2K sold.

Simplex Trading first reported a position in JUCY in Q4 2023 and held it in 1 quarter. The position peaked at $2K in Q4 2023. 42 funds tracked by Wall St. Rank hold JUCY as of Q1 2024.

  • Simplex Trading reported no remaining Aptus Enhanced Yield ETF position as of Q1 2024 after selling out during the quarter.
  • Simplex Trading sold 100 Aptus Enhanced Yield ETF shares in Q1 2024, an estimated $2K.
  • Simplex Trading first reported a position in Aptus Enhanced Yield ETF in Q4 2023 and held it in 1 quarter.
  • Simplex Trading's Aptus Enhanced Yield ETF position peaked at $2K in Q4 2023.
  • 42 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2024.

Based on Simplex Trading's 13F filing for Q1 2024, filed 25 Apr 2024.