AssetMark Inc
JUCY icon

AssetMark Inc’s Aptus Enhanced Yield ETF JUCY Stock Holding History

AssetMark Inc’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
Q3 		$5.65K Buy
+262
New +$5.75K ﹤0.01% 2728
2025
Q1 		– Sell
-274
Closed -$6.24K – 2692
2024
Q4 		$6.24K Buy
+274
New +$6.32K ﹤0.01% 1882

Other funds holding JUCY

Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Clarus Group
Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
SevenBridge Financial Group
SevenBridge Financial Group Harrisburg, Pennsylvania $674M AUM 24.3% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM
Uniting Wealth Partners
Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

AssetMark Inc's JUCY Position: Q3 2026 in Review

AssetMark Inc opened a new position in Aptus Enhanced Yield ETF (JUCY) in Q3 2026: 262 shares worth $5.65K. The stake represents ﹤0.01% of the portfolio and ranks #2728 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in JUCY as recently as Q4 2024.

AssetMark Inc first reported a position in JUCY in Q4 2024 and has held it in 2 quarters since. The position peaked at $6.24K in Q4 2024. 29 funds tracked by Wall St. Rank hold JUCY as of Q3 2026.

  • AssetMark Inc held 262 shares of Aptus Enhanced Yield ETF worth $5.65K as of Q3 2026.
  • Aptus Enhanced Yield ETF was a new AssetMark Inc position in Q3 2026.
  • Aptus Enhanced Yield ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2728 holding.
  • AssetMark Inc first reported a position in Aptus Enhanced Yield ETF in Q4 2024 and has held it in 2 quarters since.
  • AssetMark Inc's Aptus Enhanced Yield ETF position peaked at $6.24K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.