Skip to content
Disclosery

JUCY ETF SER SOLUTIONS

Follow

APTUS ENHANCED (fund)

50 managers (50 13F filers) reported a position in JUCY shares at 2024-12-31, 18,480,945 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
50
13F filers
50
New
6
Added
21
Reduced
19
Sold out
6
Shares held by filers
18,480,945

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Aptus Capital Advisors, LLC5,723,802$130M1.55%+123,61713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,375,997$54.1M4.32%+68,11813F-HRTimeline
Sugarloaf Wealth Management, LLC1,330,056$30.3M5.73%-33,00413F-HRTimeline
Integrated Wealth Concepts LLC1,254,878$28.6M0.33%-191,73913F-HRTimeline
Talon Private Wealth, LLC1,067,540$24.3M5.08%-384,23313F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management906,456$20.6M0.3%-359,60113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC767,934$17.5M0.01%+91,03413F-HRTimelineGroup
Second Line Capital, LLC739,929$16.8M4.54%+27,25213F-HRTimeline
ORG Partners LLC529,717$12.1M1.64%+28,36313F-HRTimeline
Sunburst Financial Group, LLC509,248$11.6M2.87%-60,76013F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC282,381$6.43M3.27%-27,66613F-HRTimeline
Signal Advisors Wealth, LLC278,285$6.34M0.72%+113,98113F-HRTimeline
Park Place Capital Corp208,210$4.74M1.33%+58,41513F-HRTimeline
Cushing Capital Partners, LLC206,574$4.7M4.53%13F-HRTimeline
Waterloo Capital, L.P.200,591$4.57M0.48%-25,43013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED190,522$4.34M0.4%+6,59313F-HRTimeline
JT Stratford LLC173,732$3.96M0.65%+64,44113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC160,197$3.65M0.01%new13F-HRTimelineGroup
First Heartland Consultants, Inc.156,030$3.55M0.36%-288,72313F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC126,785$2.89M1.7%+11,01713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC124,729$2.84M1.68%+25,98113F-HRTimeline
United Advisor Group, LLC124,455$2.83M0.56%-23,33813F-HRTimeline
LPL Financial LLC106,512$2.43M<0.01%-3,70113F-HRTimeline
Advisory Services Network, LLC98,268$2.24M0.04%+19,77313F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.88,458$2.01M0.1%-7,21013F-HRTimelineGroup
Second Half Financial Partners, LLC86,450$1.97M0.96%+2,01413F-HRTimeline
MBE Wealth Management, LLC73,974$1.68M0.95%+4,26113F-HRTimeline
SevenBridge Financial Group, LLC68,977$1.58M0.3%new13F-HRTimeline
True Vision MN LLC53,983$1.23M0.73%+3,16013F-HRTimeline
TrueWealth Advisors, LLC52,734$1.2M0.4%-20,05913F-HRTimeline
Financial Guidance Group, Inc.46,145$1.05M0.58%+8,04513F-HRTimeline
Cyndeo Wealth Partners, LLC41,530$946K0.06%+2,98513F-HRTimeline
Lord & Richards Wealth Management, LLC41,287$940K1.98%13F-HRTimeline
Orion Porfolio Solutions, LLC40,899$931K0.01%-1,17513F-HRTimeline
Orion Portfolio Solutions, LLC40,899$931K0.01%-1,17513F-HRTimeline
RENASANT BANK37,740$859K0.56%+22,65613F-HRTimeline
MAI Capital Management30,915$704K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,696$676K<0.01%+6,67913F-HR/ATimelineGroup
Atria Investments, Inc28,873$657K0.01%-56,23313F-HRTimeline
Magnolia Private Wealth, LLC24,351$554K0.49%13F-HRTimeline
Retirement Planning Group, LLC15,804$360K0.02%new13F-HRTimeline
Virtue Capital Management, LLC9,793$223K0.04%-2,07413F-HRTimeline
OLD MISSION CAPITAL LLC8,906$203K<0.01%new13F-HRTimeline
Parallel Advisors, LLC7,164$163K<0.01%+1,10513F-HRTimeline
Coppell Advisory Solutions LLC4,130$94.1K0.01%-31313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,971$44.9K<0.01%-8,70113F-HR/ATimelineGroup
PRIVATE TRUST CO NA1,700$38.7K<0.01%-1,50013F-HRTimeline
UBS Group AGin group UBS Group AG1,464$33.3K<0.01%+1,20713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC274$6.24K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.