COMPASS FINANCIAL MANAGEMENT LLC’s Aptus Enhanced Yield ETF JUCY Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$38K	Buy	+1,728	New	+$38.3K	﹤0.01%	739

Other funds holding JUCY

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

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

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

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

SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 1-Year Est. Return

6th Street Advisors Daphne, Alabama $174M AUM

Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's JUCY Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Aptus Enhanced Yield ETF (JUCY) in Q2 2026: 1,728 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #739 among its holdings.

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

COMPASS FINANCIAL MANAGEMENT LLC held 1,728 shares of Aptus Enhanced Yield ETF worth $38K as of Q2 2026.
Aptus Enhanced Yield ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Aptus Enhanced Yield ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #739 holding.
49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.