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Concord Wealth Partners’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-19
Closed -$434 – 890
2025
Q1 		$434 Buy
+19
New +$435 ﹤0.01% 767

Other funds holding JUCY

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

Concord Wealth Partners's JUCY Position: Q2 2025 in Review

Concord Wealth Partners sold out of Aptus Enhanced Yield ETF (JUCY) in Q2 2025, closing a stake of 19 shares — an estimated $434 sold.

Concord Wealth Partners first reported a position in JUCY in Q1 2025 and held it in 1 quarter. The position peaked at $434 in Q1 2025. 52 funds tracked by Wall St. Rank hold JUCY as of Q2 2025.

  • Concord Wealth Partners reported no remaining Aptus Enhanced Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 19 Aptus Enhanced Yield ETF shares in Q2 2025, an estimated $434.
  • Concord Wealth Partners first reported a position in Aptus Enhanced Yield ETF in Q1 2025 and held it in 1 quarter.
  • Concord Wealth Partners's Aptus Enhanced Yield ETF position peaked at $434 in Q1 2025.
  • 52 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.