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Spotlight Asset Group’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Spotlight Asset Group’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
Q2 		$3.33M Sell
144,069
-5,715
-4% -$133K 2.33% 12
2024
Q1 		$3.5M Buy
149,784
+28,678
+24% +$677K 2.51% 12
2023
Q4 		$2.93M Hold
121,106
– – 2.66% 12
2023
Q3 		$2.93M Buy
121,106
+20,634
+21% +$503K 2.66% 12
2023
Q2 		$2.45M Buy
+100,472
New +$2.49M 2.19% 11

Other funds holding JUCY

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
BCM
Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Spotlight Asset Group's JUCY Position: Q2 2024 in Review

Spotlight Asset Group reduced its Aptus Enhanced Yield ETF (JUCY) stake by 3.8% in Q2 2024, selling an estimated $133K and leaving 144,069 shares worth $3.33M. The position accounts for 2.33% of the portfolio, ranked #12.

Spotlight Asset Group first reported a position in JUCY in Q2 2023 and has held it in 5 quarters since. The position peaked at $3.5M in Q1 2024. 45 funds tracked by Wall St. Rank hold JUCY as of Q2 2024.

  • Spotlight Asset Group held 144,069 shares of Aptus Enhanced Yield ETF worth $3.33M as of Q2 2024.
  • Spotlight Asset Group sold 5,715 Aptus Enhanced Yield ETF shares in Q2 2024, an estimated $133K.
  • Aptus Enhanced Yield ETF made up 2.33% of Spotlight Asset Group's portfolio in Q2 2024, its #12 holding.
  • Spotlight Asset Group first reported a position in Aptus Enhanced Yield ETF in Q2 2023 and has held it in 5 quarters since.
  • Spotlight Asset Group's Aptus Enhanced Yield ETF position peaked at $3.5M in Q1 2024.
  • 45 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.