Princeton Global Asset Management LLC JUCY β€” APTUS ENHANCED YIELD ETF

Ownership history in Princeton Global Asset Management LLC  Β·  3 quarters on record

AI Ownership Summary

Princeton Global Asset Management LLC reported APTUS ENHANCED YIELD ETF (JUCY) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows JUCY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JUCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Princeton Global Asset Management LLC's position in APTUS ENHANCED YIELD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JUCY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Princeton Global Asset Management LLC held JUCY β€” position size vs. price
% of Fund (quarterly)    JUCY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 2,530 -100 -3.8% 0.01% $56K 2026-07-16 $22.05
2026 Q1 UNCHANGED β€” β€” β€” 2,630 β€” 0% 0.01% $58K 2026-04-22 $21.82
2025 Q4 INITIATED β€” β€” β€” 2,630 β€” β€” 0.01% $58K 2026-01-20 $21.26

FAQ About Princeton Global Asset Management LLC and JUCY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Princeton Global Asset Management LLC reported owning JUCY?

Princeton Global Asset Management LLC reported JUCY across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported JUCY position in Princeton Global Asset Management LLC's portfolio?

The largest reported portfolio weight for JUCY was 0.01% in 2026 Q1.

What is the latest reported JUCY position on this page?

The most recent filing on this page is 2026 Q2, when Princeton Global Asset Management LLC reported 2,530 shares, equal to 0.01% of portfolio, with an estimated market value of $56K.

What does the chart on this JUCY ownership page compare?

The chart compares Princeton Global Asset Management LLC's quarterly JUCY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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