Sunburst Financial Group, LLC JUCY — ETF SER SOLUTIONS

Ownership history in Sunburst Financial Group, LLC  ·  9 quarters on record

AI Ownership Summary

Sunburst Financial Group, LLC reported ETF SER SOLUTIONS (JUCY) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.35% in 2024 Q3. The latest visible filing shows JUCY at 2.23% 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 Sunburst Financial Group, LLC's position in ETF SER SOLUTIONS, 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 Q1

JUCY was reported at 2.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.35% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

JUCY stock page Sunburst Financial Group, LLC fund profile Sunburst Financial Group, LLC full holdings
How Sunburst Financial Group, LLC held JUCY — position size vs. price
% of Fund (quarterly)    JUCY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 546,108 +42,143 +8.4% 2.23% $12.1M 2026-04-08 $22.08
2025 Q4 REDUCED 6.4% +1.8% ❌ 503,965 -34,678 -6.4% 2.26% $11.2M 2026-01-21 $21.67
2025 Q3 REDUCED — — — 538,643 -11,735 -2.1% 2.53% $12.0M 2025-10-17 $21.30
2025 Q2 ADDED — — — 550,378 +19,864 +3.7% 2.74% $12.2M 2025-08-05 $20.84
2025 Q1 ADDED — — — 530,514 +21,266 +4.2% 2.97% $12.1M 2025-05-08 $20.75
2024 Q4 REDUCED 10.7% +1.7% ❌ 509,248 -60,760 -10.7% 2.87% $11.6M 2025-01-30 $20.63
2024 Q3 ADDED — — — 570,008 +98,308 +20.8% 3.35% $13.2M 2024-10-25 $20.42
2024 Q2 ADDED — — — 471,700 +183,680 +63.8% 2.96% $10.9M 2024-07-12 $20.08
2024 Q1 INITIATED — — — 288,020 — — 1.91% $6.7M 2024-04-16 $19.74

🏢 Other funds also holding JUCY

As of 2026 Q1 — sorted by position size

Second Line Capital, LLC 3.77% 6th Street Advisors, LLC 3.71% Talon Private Wealth, LLC 2.38% Lord & Richards Wealth Management, LLC 2.34% Cushing Capital Partners, LLC 2.04% Financial Guidance Group, Inc. 3Y 1.52% SevenBridge Financial Group, LLC 3Y 7Y 1.32% Signal Advisors Wealth, LLC 1.15% John W. Brooker & Co., CPAs 3Y 1.09% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 1.09%

FAQ About Sunburst Financial Group, 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 Sunburst Financial Group, LLC reported owning JUCY?

Sunburst Financial Group, LLC reported JUCY across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported JUCY position in Sunburst Financial Group, LLC's portfolio?

The largest reported portfolio weight for JUCY was 3.35% in 2024 Q3.

What is the latest reported JUCY position on this page?

The most recent filing on this page is 2026 Q1, when Sunburst Financial Group, LLC reported 546,108 shares, equal to 2.23% of portfolio, with an estimated market value of $12.1M.

What does the chart on this JUCY ownership page compare?

The chart compares Sunburst Financial Group, 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.

How well did Sunburst Financial Group, LLC time their JUCY position?

Based on 13F filing dates vs. subsequent JUCY price moves, Sunburst Financial Group, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on JUCY relative to SPY over the holding period was +14.2%.

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