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Sugarloaf Wealth Management’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Sugarloaf Wealth 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
Q4 		$30.3M Sell
1,330,056
-33,004
-2% -$761K 5.73% 4
2024
Q3 		$31.6M Sell
1,363,060
-172,594
-11% -$4.02M 5.98% 4
2024
Q2 		$35.5M Sell
1,535,654
-38,740
-2% -$902K 7.19% 3
2024
Q1 		$36.8M Buy
1,574,394
+107,498
+7% +$2.54M 7.62% 3
2023
Q4 		$34.7M Sell
1,466,896
-107,388
-7% -$2.58M 8.37% 2
2023
Q3 		$38.1M Sell
1,574,284
-188,321
-11% -$4.59M 9.64% 2
2023
Q2 		$42.9M Buy
1,762,605
+158,680
+10% +$3.93M 10.05% 3
2023
Q1 		$40M Buy
1,603,925
+378,613
+31% +$9.49M 9.82% 3
2022
Q4 		$30.7M Buy
+1,225,312
New +$30.7M 7.72% 4

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return

Sugarloaf Wealth Management's JUCY Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Aptus Enhanced Yield ETF (JUCY) stake by 2.4% in Q4 2024, selling an estimated $761K and leaving 1,330,056 shares worth $30.3M. The position accounts for 5.73% of the portfolio, ranked #4.

Sugarloaf Wealth Management first reported a position in JUCY in Q4 2022 and has held it in 9 quarters since. The position peaked at $42.9M in Q2 2023. 49 funds tracked by Wall St. Rank hold JUCY as of Q4 2024.

  • Sugarloaf Wealth Management held 1,330,056 shares of Aptus Enhanced Yield ETF worth $30.3M as of Q4 2024.
  • Sugarloaf Wealth Management sold 33,004 Aptus Enhanced Yield ETF shares in Q4 2024, an estimated $761K.
  • Aptus Enhanced Yield ETF made up 5.73% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #4 holding.
  • Sugarloaf Wealth Management first reported a position in Aptus Enhanced Yield ETF in Q4 2022 and has held it in 9 quarters since.
  • Sugarloaf Wealth Management's Aptus Enhanced Yield ETF position peaked at $42.9M in Q2 2023.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.