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BFC Planning, Inc.’s Aptus Enhanced Yield ETF JUCY Stock Holding History

BFC Planning, Inc.’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 		$10.7K Buy
486
+9
+2% +$199 ﹤0.01% 2339
2026
Q1 		$10.6K Buy
477
+10
+2% +$222 ﹤0.01% 2023
2025
Q4 		$10.4K Buy
467
+9
+2% +$201 ﹤0.01% 2064
2025
Q3 		$10.2K Buy
458
+10
+2% +$223 ﹤0.01% 1912
2025
Q2 		$10K Buy
448
+10
+2% +$225 ﹤0.01% 1806
2025
Q1 		$10K Buy
+438
New +$10K ﹤0.01% 1772

Other funds holding JUCY

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $574M AUM 8.36% 1-Year Est. Return
Talon Private Wealth
Talon Private Wealth The Villages, Florida $855M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
SevenBridge Financial Group
SevenBridge Financial Group Harrisburg, Pennsylvania $674M AUM 24.3% 1-Year Est. Return

BFC Planning, Inc.'s JUCY Position: Q2 2026 in Review

BFC Planning, Inc. increased its Aptus Enhanced Yield ETF (JUCY) stake by 1.9% in Q2 2026, buying an estimated $199 and bringing the position to 486 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2339.

BFC Planning, Inc. first reported a position in JUCY in Q1 2025 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

  • BFC Planning, Inc. held 486 shares of Aptus Enhanced Yield ETF worth $10.7K as of Q2 2026.
  • BFC Planning, Inc. bought 9 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $199.
  • Aptus Enhanced Yield ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2339 holding.
  • BFC Planning, Inc. first reported a position in Aptus Enhanced Yield ETF in Q1 2025 and has held it in 6 quarters since.
  • 58 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.