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Gladstone Institutional Advisory’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Gladstone Institutional Advisory’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
2025
Q4 		– Sell
-12,549
Closed -$280K – 824
2025
Q3 		$280K Buy
12,549
+1,564
+14% +$34.8K 0.01% 669
2025
Q2 		$244K Buy
+10,985
New +$247K 0.01% 651

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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Gladstone Institutional Advisory's JUCY Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of Aptus Enhanced Yield ETF (JUCY) in Q4 2025, closing a stake of 12,549 shares — an estimated $280K sold.

Gladstone Institutional Advisory first reported a position in JUCY in Q2 2025 and held it in 2 quarters. The position peaked at $280K in Q3 2025. 51 funds tracked by Wall St. Rank hold JUCY as of Q4 2025.

  • Gladstone Institutional Advisory reported no remaining Aptus Enhanced Yield ETF position as of Q4 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 12,549 Aptus Enhanced Yield ETF shares in Q4 2025, an estimated $280K.
  • Gladstone Institutional Advisory first reported a position in Aptus Enhanced Yield ETF in Q2 2025 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Aptus Enhanced Yield ETF position peaked at $280K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.