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Beam Wealth Advisors’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Beam Wealth 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 		$348K Buy
+15,823
New +$351K 0.08% 106

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
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

Beam Wealth Advisors's JUCY Position: Q2 2026 in Review

Beam Wealth Advisors opened a new position in Aptus Enhanced Yield ETF (JUCY) in Q2 2026: 15,823 shares worth $348K. The stake represents 0.08% of the portfolio and ranks #106 among its holdings.

55 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

  • Beam Wealth Advisors held 15,823 shares of Aptus Enhanced Yield ETF worth $348K as of Q2 2026.
  • Aptus Enhanced Yield ETF was a new Beam Wealth Advisors position in Q2 2026.
  • Aptus Enhanced Yield ETF made up 0.08% of Beam Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • 55 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.