FGG
JUCY icon

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

Financial Guidance Group's JUCY Position: Q1 2026 in Review

Financial Guidance Group increased its Aptus Enhanced Yield ETF (JUCY) stake by 9% in Q1 2026, buying an estimated $311K and bringing the position to 170,726 shares worth $3.78M. The position accounts for 1.52% of the portfolio, ranked #23.

Financial Guidance Group first reported a position in JUCY in Q2 2024 and has held it in 8 quarters since. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

  • Financial Guidance Group held 170,726 shares of Aptus Enhanced Yield ETF worth $3.78M as of Q1 2026.
  • Financial Guidance Group bought 14,026 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $311K.
  • Aptus Enhanced Yield ETF made up 1.52% of Financial Guidance Group's portfolio in Q1 2026, its #23 holding.
  • Financial Guidance Group first reported a position in Aptus Enhanced Yield ETF in Q2 2024 and has held it in 8 quarters since.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on Financial Guidance Group's 13F filing for Q1 2026, filed 23 Apr 2026.