First Heartland Consultants’s Aptus Enhanced Yield ETF JUCY Stock Holding History

First Heartland Consultants’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	$1.76M	Buy	79,978 +7,058	+10%	+$156K	0.11%	152
2026 Q1	$1.62M	Buy	72,920 +1,167	+2%	+$25.9K	0.12%	147
2025 Q4	$1.59M	Buy	71,753 +4,838	+7%	+$108K	0.12%	136
2025 Q3	$1.49M	Sell	66,915 -4,123	-6%	-$91.8K	0.12%	133
2025 Q2	$1.58M	Sell	71,038 -76,082	-52%	-$1.71M	0.14%	122
2025 Q1	$3.36M	Sell	147,120 -8,910	-6%	-$204K	0.35%	72
2024 Q4	$3.55M	Sell	156,030 -288,723	-65%	-$6.66M	0.36%	60
2024 Q3	$10.3M	Sell	444,753 -129,364	-23%	-$3.01M	1.11%	23
2024 Q2	$13.3K	Buy	574,117 +14,137	+3%	+$329K	0.93%	18
2024 Q1	$13.1M	Sell	559,980 -33,151	-6%	-$782K	1.36%	14
2023 Q4	$14M	Buy	593,131 +7,121	+1%	+$171K	1.69%	12
2023 Q3	$14.2M	Sell	586,010 -59,992	-9%	-$1.46M	1.79%	11
2023 Q2	$15.7M	Buy	646,002 +1,162	+0.2%	+$28.8K	2.04%	10
2023 Q1	$16.1M	Buy	644,840 +39,342	+6%	+$986K	2.42%	6
2022 Q4	$15.2M	Buy	+605,498	New	+$15.2M	2.45%	7

Other funds holding JUCY

BCM

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

SFG

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

6SA

6th Street Advisors Daphne, Alabama $174M AUM

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

LRWM

Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

MWM

MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

First Heartland Consultants's JUCY Position: Q2 2026 in Review

First Heartland Consultants increased its Aptus Enhanced Yield ETF (JUCY) stake by 9.7% in Q2 2026, buying an estimated $156K and bringing the position to 79,978 shares worth $1.76M. The position accounts for 0.11% of the portfolio, ranked #152.

First Heartland Consultants first reported a position in JUCY in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.1M in Q1 2023. 18 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

First Heartland Consultants held 79,978 shares of Aptus Enhanced Yield ETF worth $1.76M as of Q2 2026.
First Heartland Consultants bought 7,058 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $156K.
Aptus Enhanced Yield ETF made up 0.11% of First Heartland Consultants's portfolio in Q2 2026, its #152 holding.
First Heartland Consultants first reported a position in Aptus Enhanced Yield ETF in Q4 2022 and has held it in 15 quarters since.
First Heartland Consultants's Aptus Enhanced Yield ETF position peaked at $16.1M in Q1 2023.
18 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.