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Brookwood Investment Group’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Brookwood Investment Group’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 		$308K Sell
13,900
-2,000
-13% -$44.4K 0.04% 391
2025
Q4 		$353K Sell
15,900
-500
-3% -$11.1K 0.04% 356
2025
Q3 		$365K Sell
16,400
-4,150
-20% -$92.4K 0.05% 338
2025
Q2 		$457K Sell
20,550
-19,800
-49% -$446K 0.07% 248
2025
Q1 		$921K Buy
+40,350
New +$923K 0.16% 134

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
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 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

Brookwood Investment Group's JUCY Position: Q1 2026 in Review

Brookwood Investment Group reduced its Aptus Enhanced Yield ETF (JUCY) stake by 13% in Q1 2026, selling an estimated $44.4K and leaving 13,900 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #391.

Brookwood Investment Group first reported a position in JUCY in Q1 2025 and has held it in 5 quarters since. The position peaked at $921K in Q1 2025. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

  • Brookwood Investment Group held 13,900 shares of Aptus Enhanced Yield ETF worth $308K as of Q1 2026.
  • Brookwood Investment Group sold 2,000 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $44.4K.
  • Aptus Enhanced Yield ETF made up 0.04% of Brookwood Investment Group's portfolio in Q1 2026, its #391 holding.
  • Brookwood Investment Group first reported a position in Aptus Enhanced Yield ETF in Q1 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's Aptus Enhanced Yield ETF position peaked at $921K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.