Brinker Capital Investments’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Brinker Capital 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	$1.03M	Sell	46,691 -12,904	-22%	-$286K	0.01%	1099
2025 Q4	$1.32M	Sell	59,595 -471	-0.8%	-$10.5K	0.01%	1086
2025 Q3	$1.34M	Sell	60,066 -4,854	-7%	-$108K	0.01%	1066
2025 Q2	$1.44M	Buy	64,920 +14,557	+29%	+$328K	0.01%	975
2025 Q1	$1.15M	Buy	50,363 +9,464	+23%	+$217K	0.01%	1005
2024 Q4	$931K	Sell	40,899 -1,175	-3%	-$27.1K	0.01%	1093
2024 Q3	$977K	Buy	42,074 +3,375	+9%	+$78.6K	0.01%	1047
2024 Q2	$895K	Buy	38,699 +18,479	+91%	+$430K	0.01%	1037
2024 Q1	$473K	Buy	+20,220	New	+$477K	0.01%	1285

Other funds holding JUCY

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Talon Private Wealth The Villages, Florida $753M AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return