World Equity Group’s Aptus Enhanced Yield ETF JUCY Stock Holding History

World Equity 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
2023 Q2	–	Sell	-51,662	Closed	-$463K	–	437
2023 Q1	$463K	Buy	+51,662	New	+$1.29M	0.07%	297

Other funds holding JUCY

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return

World Equity Group's JUCY Position: Q2 2023 in Review

World Equity Group sold out of Aptus Enhanced Yield ETF (JUCY) in Q2 2023, closing a stake of 51,662 shares — an estimated $463K sold.

World Equity Group first reported a position in JUCY in Q1 2023 and held it in 1 quarter. The position peaked at $463K in Q1 2023. 25 funds tracked by Wall St. Rank hold JUCY as of Q2 2023.

World Equity Group reported no remaining Aptus Enhanced Yield ETF position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 51,662 Aptus Enhanced Yield ETF shares in Q2 2023, an estimated $463K.
World Equity Group first reported a position in Aptus Enhanced Yield ETF in Q1 2023 and held it in 1 quarter.
World Equity Group's Aptus Enhanced Yield ETF position peaked at $463K in Q1 2023.
25 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.