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Atria Investments’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Atria Investments’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 		$999K Sell
45,114
-606
-1% -$13.5K 0.01% 1054
2025
Q4 		$1.01M Buy
45,720
+14,458
+46% +$322K 0.01% 1053
2025
Q3 		$697K Buy
31,262
+9,404
+43% +$209K 0.01% 1234
2025
Q2 		$486K Sell
21,858
-8,020
-27% -$180K 0.01% 1433
2025
Q1 		$682K Buy
29,878
+1,005
+3% +$23K 0.01% 1184
2024
Q4 		$657K Sell
28,873
-56,233
-66% -$1.3M 0.01% 1192
2024
Q3 		$1.98M Buy
85,106
+561
+0.7% +$13.1K 0.02% 672
2024
Q2 		$1.96M Sell
84,545
-7,912
-9% -$184K 0.03% 653
2024
Q1 		$2.16M Sell
92,457
-18,902
-17% -$446K 0.03% 622
2023
Q4 		$2.64M Buy
+111,359
New +$2.68M 0.04% 494

Other funds holding JUCY

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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 $1.59B AUM 15.17% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

Atria Investments's JUCY Position: Q1 2026 in Review

Atria Investments reduced its Aptus Enhanced Yield ETF (JUCY) stake by 1.3% in Q1 2026, selling an estimated $13.5K and leaving 45,114 shares worth $999K. The position accounts for 0.01% of the portfolio, ranked #1054.

Atria Investments first reported a position in JUCY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.64M in Q4 2023. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

  • Atria Investments held 45,114 shares of Aptus Enhanced Yield ETF worth $999K as of Q1 2026.
  • Atria Investments sold 606 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $13.5K.
  • Aptus Enhanced Yield ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1054 holding.
  • Atria Investments first reported a position in Aptus Enhanced Yield ETF in Q4 2023 and has held it in 10 quarters since.
  • Atria Investments's Aptus Enhanced Yield ETF position peaked at $2.64M in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.