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Stratos Wealth Advisors’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Stratos Wealth Advisors’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
2025
Q1 		– Sell
-88,458
Closed -$2.01M – 710
2024
Q4 		$2.01M Sell
88,458
-7,210
-8% -$166K 0.1% 216
2024
Q3 		$2.22M Buy
95,668
+709
+0.7% +$16.5K 0.1% 218
2024
Q2 		$2.2M Buy
94,959
+300
+0.3% +$6.99K 0.11% 193
2024
Q1 		$2.21M Sell
94,659
-11,275
-11% -$266K 0.13% 182
2023
Q4 		$2.51M Sell
105,934
-2,251
-2% -$54.2K 0.14% 183
2023
Q3 		$2.62M Buy
108,185
+2,783
+3% +$67.9K 0.17% 161
2023
Q2 		$2.57M Buy
105,402
+88,397
+520% +$2.19M 0.18% 150
2023
Q1 		$424K Buy
+17,005
New +$426K 0.03% 441

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Stratos Wealth Advisors's JUCY Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of Aptus Enhanced Yield ETF (JUCY) in Q1 2025, closing a stake of 88,458 shares — an estimated $2.01M sold.

Stratos Wealth Advisors first reported a position in JUCY in Q1 2023 and held it in 8 quarters. The position peaked at $2.62M in Q3 2023. 56 funds tracked by Wall St. Rank hold JUCY as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining Aptus Enhanced Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 88,458 Aptus Enhanced Yield ETF shares in Q1 2025, an estimated $2.01M.
  • Stratos Wealth Advisors first reported a position in Aptus Enhanced Yield ETF in Q1 2023 and held it in 8 quarters.
  • Stratos Wealth Advisors's Aptus Enhanced Yield ETF position peaked at $2.62M in Q3 2023.
  • 56 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.