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Guardian Wealth Advisors (North Carolina)’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$13.8M Sell
623,475
-25,635
-4% -$569K 0.87% 24
2025
Q4 		$14.4M Sell
649,110
-65,768
-9% -$1.47M 0.9% 24
2025
Q3 		$15.9M Sell
714,878
-1,702,618
-70% -$37.9M 1.03% 22
2025
Q2 		$53.7M Sell
2,417,496
-98,966
-4% -$2.23M 3.78% 4
2025
Q1 		$57.5M Buy
2,516,462
+140,465
+6% +$3.21M 4.59% 3
2024
Q4 		$54.1M Buy
2,375,997
+68,118
+3% +$1.57M 4.26% 3
2024
Q3 		$53.6M Buy
2,307,879
+108,181
+5% +$2.52M 5.68% 3
2024
Q2 		$50.9M Buy
2,199,698
+55,953
+3% +$1.3M 5.95% 3
2024
Q1 		$50.1M Buy
+2,143,745
New +$50.6M 6.13% 3

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
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
6SA
6th Street Advisors Daphne, Alabama $174M AUM

Guardian Wealth Advisors (North Carolina)'s JUCY Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Aptus Enhanced Yield ETF (JUCY) stake by 3.9% in Q1 2026, selling an estimated $569K and leaving 623,475 shares worth $13.8M. The position accounts for 0.87% of the portfolio, ranked #24.

Guardian Wealth Advisors (North Carolina) first reported a position in JUCY in Q1 2024 and has held it in 9 quarters since. The position peaked at $57.5M in Q1 2025. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 623,475 shares of Aptus Enhanced Yield ETF worth $13.8M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 25,635 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $569K.
  • Aptus Enhanced Yield ETF made up 0.87% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #24 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Aptus Enhanced Yield ETF in Q1 2024 and has held it in 9 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Aptus Enhanced Yield ETF position peaked at $57.5M in Q1 2025.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.