Number of Shares
530,514.00
Current Holdings Value*
$12.11 Mil
% of Portfolio
2.97%
Total Estimate Gain
$-631,055.32
% of Total Estimate Gain
-4.56%

Sunburst Financial Group, LLC's Aptus Enhanced Yield ETF Holding Summary

As of 2025-03-31, Sunburst Financial Group, LLC held 530,514.00 shares of Aptus Enhanced Yield ETF(JUCY), totaling $12.11 Mil. This investment constitutes 2.97% of their stock portfolio, and Sunburst Financial Group, LLC now holds 3.9% of the outstanding Aptus Enhanced Yield ETF(JUCY) stock.

The initial trade took place in 2024Q1. And since then Sunburst Financial Group, LLC has made 4 purchases of JUCY, at an average price of $23.42, for a total of 591,274.00 shares. In addition, there have been 1 sales at an average price of $23.06 for 60,760.00 shares. Based on historical transaction data and JUCY's current price of $22.27, Sunburst Financial Group, LLC's estimated gain on his JUCY holdings is $-631,055.32, reflecting a -4.56% gain to date.

Sunburst Financial Group, LLC JUCY ($22.27) Holding Chart

Sunburst Financial Group, LLC JUCY ($22.27) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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