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BOK Financial’s Aptus Enhanced Yield ETF JUCY Stock Holding History

BOK Financial’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
2025
Q3 		– Sell
-13,231
Closed -$294K – 1154
2025
Q2 		$294K Hold
13,231
– – ﹤0.01% 654
2025
Q1 		$302K Buy
+13,231
New +$303K 0.01% 647

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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 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
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return

BOK Financial's JUCY Position: Q3 2025 in Review

BOK Financial sold out of Aptus Enhanced Yield ETF (JUCY) in Q3 2025, closing a stake of 13,231 shares — an estimated $294K sold.

BOK Financial first reported a position in JUCY in Q1 2025 and held it in 2 quarters. The position peaked at $302K in Q1 2025. 46 funds tracked by Wall St. Rank hold JUCY as of Q3 2025.

  • BOK Financial reported no remaining Aptus Enhanced Yield ETF position as of Q3 2025 after selling out during the quarter.
  • BOK Financial sold 13,231 Aptus Enhanced Yield ETF shares in Q3 2025, an estimated $294K.
  • BOK Financial first reported a position in Aptus Enhanced Yield ETF in Q1 2025 and held it in 2 quarters.
  • BOK Financial's Aptus Enhanced Yield ETF position peaked at $302K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q3 2025.

Based on BOK Financial's 13F filing for Q3 2025, filed 13 Nov 2025.