Financial Guidance Group’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Financial Guidance Group’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	$3.6M	Sell	163,910 -6,816	-4%	-$151K	1.35%	26
2026 Q1	$3.78M	Buy	170,726 +14,026	+9%	+$311K	1.52%	23
2025 Q4	$3.48M	Buy	156,700 +68,988	+79%	+$1.54M	1.42%	28
2025 Q3	$1.95M	Buy	87,712 +20,172	+30%	+$449K	0.88%	35
2025 Q2	$1.5M	Buy	67,540 +15,536	+30%	+$350K	0.73%	36
2025 Q1	$1.19M	Buy	52,004 +5,859	+13%	+$134K	0.64%	36
2024 Q4	$1.05M	Buy	46,145 +8,045	+21%	+$186K	0.58%	37
2024 Q3	$884K	Buy	38,100 +5,288	+16%	+$123K	0.52%	38
2024 Q2	$759K	Buy	+32,812	New	+$764K	0.47%	39

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

Financial Guidance Group's JUCY Position: Q2 2026 in Review

Financial Guidance Group reduced its Aptus Enhanced Yield ETF (JUCY) stake by 4% in Q2 2026, selling an estimated $151K and leaving 163,910 shares worth $3.6M. The position accounts for 1.35% of the portfolio, ranked #26.

Financial Guidance Group first reported a position in JUCY in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.78M in Q1 2026. 55 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

Financial Guidance Group held 163,910 shares of Aptus Enhanced Yield ETF worth $3.6M as of Q2 2026.
Financial Guidance Group sold 6,816 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $151K.
Aptus Enhanced Yield ETF made up 1.35% of Financial Guidance Group's portfolio in Q2 2026, its #26 holding.
Financial Guidance Group first reported a position in Aptus Enhanced Yield ETF in Q2 2024 and has held it in 9 quarters since.
Financial Guidance Group's Aptus Enhanced Yield ETF position peaked at $3.78M in Q1 2026.
55 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.