BCI
JUCY icon

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
Q2 		$971K Sell
44,191
-2,500
-5% -$55.4K 0.01% 1178
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

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

Brinker Capital Investments's JUCY Position: Q2 2026 in Review

Brinker Capital Investments reduced its Aptus Enhanced Yield ETF (JUCY) stake by 5.4% in Q2 2026, selling an estimated $55.4K and leaving 44,191 shares worth $971K. The position accounts for 0.01% of the portfolio, ranked #1178.

Brinker Capital Investments first reported a position in JUCY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.44M in Q2 2025. 55 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

  • Brinker Capital Investments held 44,191 shares of Aptus Enhanced Yield ETF worth $971K as of Q2 2026.
  • Brinker Capital Investments sold 2,500 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $55.4K.
  • Aptus Enhanced Yield ETF made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1178 holding.
  • Brinker Capital Investments first reported a position in Aptus Enhanced Yield ETF in Q1 2024 and has held it in 10 quarters since.
  • Brinker Capital Investments's Aptus Enhanced Yield ETF position peaked at $1.44M in Q2 2025.
  • 55 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.