TrueWealth Advisors’s Aptus Enhanced Yield ETF JUCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Sell |
35,605
-5,860
| -14% | -$130K | 0.23% | 78 |
|
|
2025
Q1 | $947K | Sell |
41,465
-11,269
| -21% | -$257K | 0.31% | 63 |
|
|
2024
Q4 | $1.2M | Sell |
52,734
-20,059
| -28% | -$457K | 0.4% | 59 |
|
|
2024
Q3 | $1.69M | Sell |
72,793
-28,024
| -28% | -$650K | 0.56% | 37 |
|
|
2024
Q2 | $2.33M | Sell |
100,817
-53,851
| -35% | -$1.25M | 0.86% | 26 |
|
|
2024
Q1 | $3.62M | Sell |
154,668
-134,151
| -46% | -$3.14M | 1.4% | 14 |
|
|
2023
Q4 | $6.83M | Sell |
288,819
-68,098
| -19% | -$1.61M | 2.65% | 9 |
|
|
2023
Q3 | $8.64M | Sell |
356,917
-202,184
| -36% | -$4.9M | 3.65% | 7 |
|
|
2023
Q2 | $13.6M | Sell |
559,101
-87
| -0% | -$2.12K | 5.59% | 2 |
|
|
2023
Q1 | $13.9M | Buy |
+559,188
| New | +$13.9M | 5.85% | 2 |
|