Aptus Enhanced Yield ETF (JUCY) Institutional Ownership

$23.32
-0.02 (-0.09%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for Aptus Enhanced Yield ETF (BATS:JUCY)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$41.77M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$7.44M
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JUCY Institutional Buying and Selling by Quarter

Aptus Enhanced Yield ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Sugarloaf Wealth Management LLC1,574,394$36.81M6.9%+7.3%10.971%
4/18/2024 Park Place Capital Corp81,236$1.90M0.7%N/A0.566%
2/16/2024United Advisor Group LLC59,601$1.41M1.7%N/A0.319%
2/14/2024Intrepid Capital Management Inc.505,134$11.95M8.2%+18.8%2.701%
2/14/2024Waterloo Capital L.P.374,126$8.85M1.4%-3.7%2.001%
1/29/2024ORG Partners LLC436,875$10.34M1.7%N/A2.336%
1/10/2024 Sugarloaf Wealth Management LLC1,466,896$34.71M7.6%-6.8%7.844%
11/13/2023 Sugarloaf Wealth Management LLC1,574,284$38.13M8.7%-10.7%8.419%
9/26/2023Intrepid Capital Management Inc.308,066$7.51M5.2%N/A1.647%
8/9/2023Spotlight Asset Group Inc.100,472$2.45M2.2%N/A0.537%
7/18/2023Virtue Capital Management LLC25,161$615K0.1%+16.3%0.177%
7/13/2023 Sugarloaf Wealth Management LLC1,762,605$42.95M10.1%+9.9%12.413%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC4,289$107K0.0%N/A0.036%
5/5/2023Silver Oak Securities Incorporated186,924$4.66M0.8%+6.2%1.567%
4/26/2023 Sugarloaf Wealth Management LLC1,603,925$39.97M9.8%+30.9%13.444%
2/3/2023 Sugarloaf Wealth Management LLC1,225,312$30.72M7.7%N/A0.000%
2/2/2023Silver Oak Securities Incorporated175,980$4.41M0.8%N/A0.000%
(Data available from 1/1/2016 forward)

JUCY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JUCY shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Aptus Enhanced Yield ETF. The most heavily invested institutionals were Sugarloaf Wealth Management LLC ($36.81M), Intrepid Capital Management Inc. ($11.95M), ORG Partners LLC ($10.34M), Waterloo Capital L.P. ($8.85M), Silver Oak Securities Incorporated ($4.66M), Spotlight Asset Group Inc. ($2.45M), and Park Place Capital Corp ($1.90M).Learn more on JUCY's institutional investors.

Which institutional investors have been buying Aptus Enhanced Yield ETF stock?

Of the 9 institutional investors that purchased Aptus Enhanced Yield ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sugarloaf Wealth Management LLC ($1.87M), ORG Partners LLC ($436.88K), Intrepid Capital Management Inc. ($387.84K), Silver Oak Securities Incorporated ($186.92K), Spotlight Asset Group Inc. ($100.47K), Park Place Capital Corp ($81.24K), and United Advisor Group LLC ($59.60K).

How much institutional buying is happening at Aptus Enhanced Yield ETF?

Institutional investors have bought a total of 3,130,862 shares in the last 24 months. This purchase volume represents approximately $76.90M in transactions.

Which Aptus Enhanced Yield ETF major shareholders have been selling company stock?

The following institutional investors have sold Aptus Enhanced Yield ETF stock in the last 24 months: Sugarloaf Wealth Management LLC ($295.71K), and Waterloo Capital L.P. ($14.35K).

How much institutional selling is happening at Aptus Enhanced Yield ETF?

Institutional investors have sold a total of 310,059 shares in the last 24 months. This volume of shares sold represents approximately $7.44M in transactions.


This page (BATS:JUCY) was last updated on 4/26/2024 by MarketBeat.com Staff

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