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

Cyndeo 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
2026 Q2	–	Sell	-14,049	Closed	-$311K	–	526
2026 Q1	$311K	Buy	14,049 +96	+0.7%	+$2.13K	0.02%	402
2025 Q4	$310K	Sell	13,953 -9,863	-41%	-$220K	0.02%	396
2025 Q3	$531K	Sell	23,816 -2,648	-10%	-$59K	0.03%	297
2025 Q2	$588K	Buy	26,464 +356	+1%	+$8.01K	0.03%	287
2025 Q1	$596K	Sell	26,108 -15,422	-37%	-$353K	0.04%	274
2024 Q4	$946K	Buy	41,530 +2,985	+8%	+$68.9K	0.06%	220
2024 Q3	$895K	Sell	38,545 -4,914	-11%	-$114K	0.06%	229
2024 Q2	$1.01M	Buy	43,459 +6,589	+18%	+$153K	0.08%	211
2024 Q1	$862K	Buy	36,870 +17,240	+88%	+$407K	0.07%	212
2023 Q4	$465K	Buy	+19,630	New	+$472K	0.04%	258

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 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

Cyndeo Wealth Partners's JUCY Position: Q2 2026 in Review

Cyndeo Wealth Partners sold out of Aptus Enhanced Yield ETF (JUCY) in Q2 2026, closing a stake of 14,049 shares — an estimated $311K sold.

Cyndeo Wealth Partners first reported a position in JUCY in Q4 2023 and held it in 10 quarters. The position peaked at $1.01M in Q2 2024. 55 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

Cyndeo Wealth Partners reported no remaining Aptus Enhanced Yield ETF position as of Q2 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 14,049 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $311K.
Cyndeo Wealth Partners first reported a position in Aptus Enhanced Yield ETF in Q4 2023 and held it in 10 quarters.
Cyndeo Wealth Partners's Aptus Enhanced Yield ETF position peaked at $1.01M in Q2 2024.
55 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.