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 Q2	$1.03M	Buy	46,681 +1,567	+3%	+$34.7K	0.01%	1101
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 $14.6B AUM 22.78% 1-Year Est. Return

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

Atria Investments's JUCY Position: Q2 2026 in Review

Atria Investments increased its Aptus Enhanced Yield ETF (JUCY) stake by 3.5% in Q2 2026, buying an estimated $34.7K and bringing the position to 46,681 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1101.

Atria Investments first reported a position in JUCY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.64M in Q4 2023. 55 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

Atria Investments held 46,681 shares of Aptus Enhanced Yield ETF worth $1.03M as of Q2 2026.
Atria Investments bought 1,567 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $34.7K.
Aptus Enhanced Yield ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1101 holding.
Atria Investments first reported a position in Aptus Enhanced Yield ETF in Q4 2023 and has held it in 11 quarters since.
Atria Investments's Aptus Enhanced Yield ETF position peaked at $2.64M in Q4 2023.
55 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.