Advisor Resource Council’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Advisor Resource Council’s Portfolio JUCY Stock Details JUCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-84,099	Closed	-$1.76M	–	395
2025 Q1	$1.76M	Buy	+84,099	New	+$1.92M	0.14%	169
2024 Q4	–	Sell	-49,000	Closed	-$1.14M	–	177
2024 Q3	$1.14M	Buy	+49,000	New	+$1.14M	0.51%	44
2024 Q2	–	Sell	-30,844	Closed	-$730K	–	143
2024 Q1	$730K	Sell	30,844 -3,986	-11%	-$94K	0.31%	83
2023 Q4	$824K	Buy	+34,830	New	+$838K	0.1%	207
2023 Q2	–	Sell	-30,986	Closed	-$772K	–	223
2023 Q1	$772K	Buy	30,986 +15,201	+96%	+$381K	0.19%	139
2022 Q4	$396K	Buy	+15,785	New	+$396K	0.19%	96

Other funds holding JUCY

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $753M AUM

SLC

Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

SFG

SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

Advisor Resource Council's JUCY Position: Q2 2025 in Review

Advisor Resource Council sold out of Aptus Enhanced Yield ETF (JUCY) in Q2 2025, closing a stake of 84,099 shares — an estimated $1.76M sold.

Advisor Resource Council first reported a position in JUCY in Q4 2022 and held it in 6 quarters. The position peaked at $1.76M in Q1 2025. 52 funds tracked by Wall St. Rank hold JUCY as of Q2 2025.

Advisor Resource Council reported no remaining Aptus Enhanced Yield ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 84,099 Aptus Enhanced Yield ETF shares in Q2 2025, an estimated $1.76M.
Advisor Resource Council first reported a position in Aptus Enhanced Yield ETF in Q4 2022 and held it in 6 quarters.
Advisor Resource Council's Aptus Enhanced Yield ETF position peaked at $1.76M in Q1 2025.
52 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.