Lord & Richards Wealth Management, LLC
Position in JUCY — Aptus Enhanced Yield ETF
CIK 2045252
HIGHLANDS RANCH, CO
All Filings in JUCY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JUCY | $2,670,312 | 120,556 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 JUCY | $2,644,306 | 119,113 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 JUCY | $2,470,244 | 110,848 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 JUCY | $2,325,589 | 104,615 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 JUCY | $2,007,393 | 87,928 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 JUCY | $940,102 | 41,287 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||