Aptus Capital Advisors’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Aptus Capital Advisors’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
2026 Q2	$106M	Buy	4,808,509 +238,178	+5%	+$5.28M	0.72%	29
2026 Q1	$101M	Buy	4,570,331 +226,697	+5%	+$5.03M	0.8%	27
2025 Q4	$96.4M	Buy	4,343,634 +305,714	+8%	+$6.81M	0.69%	31
2025 Q3	$90M	Sell	4,037,920 -2,000,121	-33%	-$44.6M	0.65%	36
2025 Q2	$134M	Sell	6,038,041 -531,630	-8%	-$12M	1.09%	18
2025 Q1	$150M	Buy	6,569,671 +845,869	+15%	+$19.4M	1.54%	9
2024 Q4	$130M	Buy	5,723,802 +123,617	+2%	+$2.85M	1.36%	11
2024 Q3	$130M	Buy	5,600,185 +362,107	+7%	+$8.43M	1.94%	7
2024 Q2	$121M	Buy	5,238,078 +41,927	+0.8%	+$976K	2.13%	9
2024 Q1	$121M	Buy	+5,196,151	New	+$123M	2.26%	4

Other funds holding JUCY

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

SLC

Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

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

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

SFG

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

SFG

SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $174M AUM

PPC

Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return

Aptus Capital Advisors's JUCY Position: Q2 2026 in Review

Aptus Capital Advisors increased its Aptus Enhanced Yield ETF (JUCY) stake by 5.2% in Q2 2026, buying an estimated $5.28M and bringing the position to 4,808,509 shares worth $106M. The position accounts for 0.72% of the portfolio, ranked #29.

Aptus Capital Advisors first reported a position in JUCY in Q1 2024 and has held it in 10 quarters since. The position peaked at $150M in Q1 2025. 55 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

Aptus Capital Advisors held 4,808,509 shares of Aptus Enhanced Yield ETF worth $106M as of Q2 2026.
Aptus Capital Advisors bought 238,178 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $5.28M.
Aptus Enhanced Yield ETF made up 0.72% of Aptus Capital Advisors's portfolio in Q2 2026, its #29 holding.
Aptus Capital Advisors first reported a position in Aptus Enhanced Yield ETF in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's Aptus Enhanced Yield ETF position peaked at $150M in Q1 2025.
55 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.