JUCY

Aptus Enhanced Yield ETF

$22.27
+0.00%
Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The Aptus Enhanced Yield ETF (JUCY) seeks to provide current income and capital appreciation by investing in a portfolio of U.S. equities that the fund's manager believes have the potential for above-average dividend growth and yield.

Overview

ETF tracking Aptus Enhanced Yield ETF

Category Value
Issuer Other
Inception Date 2022-11-01
Market Cap $216.5M
Average Volume N/A
Dividend Yield 6.61%
52-Week Range $22.09 - $23.13
VWAP $22.28

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The Aptus Enhanced Yield ETF (JUCY) seeks to provide current income and capital appreciation by investing in a portfolio of U.S. equities that the fund's manager believes have the potential for above-average dividend growth and yield.

🎯 Investment Strategy

JUCY invests primarily in a portfolio of U.S. large-cap stocks that the fund's manager believes are undervalued and have the potential for dividend growth. The fund uses an enhanced yield strategy that may include the use of options to generate additional income.

✨ Key Features

  • Focuses on U.S. large-cap stocks with potential for dividend growth
  • Employs an enhanced yield strategy that may include options to generate additional income
  • Actively managed by Aptus Capital Advisors, an experienced investment management firm
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk: The value of the fund's holdings may decline due to general market conditions
  • Dividend risk: Companies may reduce or eliminate their dividend payments, which could negatively impact the fund's performance
  • Options risk: The use of options may not be successful and could result in losses
  • Active management risk: The fund's performance may not match the benchmark if the manager's investment decisions are not successful

👤 Best For

JUCY may be suitable for investors seeking current income and capital appreciation through a portfolio of U.S. large-cap stocks with the potential for dividend growth. The fund's enhanced yield strategy and low expense ratio may also appeal to investors looking for a cost-effective way to generate additional income.