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 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

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

Talon Private Wealth The Villages, Florida $753M AUM

Envestnet Asset Management

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

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

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

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

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

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

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

6th Street Advisors Daphne, Alabama $159M AUM