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 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

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Talon Private Wealth The Villages, Florida $753M AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

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

SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return