Envestnet Asset Management
JUCY icon

Envestnet Asset Management’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Envestnet Asset Management’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 		$17M Buy
+766,189
New +$17M ﹤0.01% 1463
2025
Q4 		– Sell
-714,030
Closed -$15.9M – 4571
2025
Q3 		$15.9M Buy
714,030
+31,643
+5% +$705K ﹤0.01% 1439
2025
Q2 		$15.2M Sell
682,387
-148,902
-18% -$3.35M ﹤0.01% 1437
2025
Q1 		$19M Buy
831,289
+63,355
+8% +$1.45M 0.01% 1239
2024
Q4 		$17.5M Buy
767,934
+91,034
+13% +$2.1M 0.01% 1278
2024
Q3 		$15.7M Buy
676,900
+29,901
+5% +$696K 0.01% 1343
2024
Q2 		$15M Buy
646,999
+97,700
+18% +$2.27M 0.01% 1297
2024
Q1 		$12.8M Buy
549,299
+120,409
+28% +$2.84M ﹤0.01% 1370
2023
Q4 		$10.1M Buy
428,890
+406,168
+1,788% +$9.77M ﹤0.01% 1439
2023
Q3 		$550K Sell
22,722
-25,323
-53% -$618K ﹤0.01% 3201
2023
Q2 		$1.17M Sell
48,045
-954
-2% -$23.7K ﹤0.01% 2632
2023
Q1 		$1.22M Buy
+48,999
New +$1.23M ﹤0.01% 2532

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
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
6SA
6th Street Advisors Daphne, Alabama $174M AUM

Envestnet Asset Management's JUCY Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Aptus Enhanced Yield ETF (JUCY) in Q1 2026: 766,189 shares worth $17M. The stake represents ﹤0.01% of the portfolio and ranks #1463 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in JUCY as recently as Q3 2025.

Envestnet Asset Management first reported a position in JUCY in Q1 2023 and has held it in 12 quarters since. The position peaked at $19M in Q1 2025. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

  • Envestnet Asset Management held 766,189 shares of Aptus Enhanced Yield ETF worth $17M as of Q1 2026.
  • Aptus Enhanced Yield ETF was a new Envestnet Asset Management position in Q1 2026.
  • Aptus Enhanced Yield ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1463 holding.
  • Envestnet Asset Management first reported a position in Aptus Enhanced Yield ETF in Q1 2023 and has held it in 12 quarters since.
  • Envestnet Asset Management's Aptus Enhanced Yield ETF position peaked at $19M in Q1 2025.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.