TrueWealth Advisors, LLC JUCY — ETF SER SOLUTIONS

Ownership history in TrueWealth Advisors, LLC  ·  14 quarters on record

AI Ownership Summary

TrueWealth Advisors, LLC reported ETF SER SOLUTIONS (JUCY) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.4% in 2024 Q1. The latest visible filing shows JUCY at 0.11% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JUCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TrueWealth Advisors, 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 Q2

JUCY was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2024 Q1

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 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.

JUCY stock page TrueWealth Advisors, LLC fund profile TrueWealth Advisors, LLC full holdings
How TrueWealth Advisors, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 22,210 +952 +4.5% 0.11% $488K 2026-07-08 $21.94
2026 Q1 ADDED — — — 21,258 +104 +0.5% 0.12% $471K 2026-04-09 $21.79
2025 Q4 REDUCED 26.8% +1.8% ❌ 21,154 -7,734 -26.8% 0.12% $470K 2026-01-07 $21.37
2025 Q3 REDUCED 18.9% +1.6% ❌ 28,888 -6,717 -18.9% 0.17% $644K 2025-10-15 $21.01
2025 Q2 REDUCED 14.1% +2.2% ❌ 35,605 -5,860 -14.1% 0.23% $792K 2025-07-03 $20.49
2025 Q1 REDUCED 21.4% -0.2% ✅ 41,465 -11,269 -21.4% 0.31% $947K 2025-04-10 $20.40
2024 Q4 REDUCED 27.6% +1.7% ❌ 52,734 -20,059 -27.6% 0.40% $1.2M 2025-01-15 $20.26
2024 Q3 REDUCED 27.8% +0.3% ❌ 72,793 -28,024 -27.8% 0.56% $1.7M 2024-10-29 $20.12
2024 Q2 REDUCED 34.8% +2.3% ❌ 100,817 -53,851 -34.8% 0.86% $2.3M 2024-07-24 $19.78
2024 Q1 REDUCED 46.4% +1.0% ❌ 154,668 -134,151 -46.4% 1.40% $3.6M 2024-04-23 $19.52
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JUCY

As of 2026 Q2 — sorted by position size

Sunburst Financial Group, LLC 3Y 1.97% First Heartland Consultants, Inc. 3Y 7Y 0.11%

FAQ About TrueWealth Advisors, 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 TrueWealth Advisors, LLC reported owning JUCY?

TrueWealth Advisors, LLC reported JUCY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported JUCY position in TrueWealth Advisors, LLC's portfolio?

The largest reported portfolio weight for JUCY was 1.40% in 2024 Q1.

What is the latest reported JUCY position on this page?

The most recent filing on this page is 2026 Q2, when TrueWealth Advisors, LLC reported 22,210 shares, equal to 0.11% of portfolio, with an estimated market value of $488K.

What does the chart on this JUCY ownership page compare?

The chart compares TrueWealth Advisors, 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 TrueWealth Advisors, LLC time their JUCY position?

Based on 13F filing dates vs. subsequent JUCY price moves, TrueWealth Advisors, LLC correctly timed 3 out of 13 reported position changes (23%). The annualised alpha on JUCY relative to SPY over the holding period was +112.0%.

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