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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
Q2 		$13.7M Sell
623,093
-382
-0.1% -$8.46K 0.77% 29
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 $14.6B AUM 22.78% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $855M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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 $680M AUM 30.75% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM

Guardian Wealth Advisors (North Carolina)'s JUCY Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Aptus Enhanced Yield ETF (JUCY) stake by 0.06% in Q2 2026, selling an estimated $8.46K and leaving 623,093 shares worth $13.7M. The position accounts for 0.77% of the portfolio, ranked #29.

Guardian Wealth Advisors (North Carolina) first reported a position in JUCY in Q1 2024 and has held it in 10 quarters since. The position peaked at $57.5M in Q1 2025. 56 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 623,093 shares of Aptus Enhanced Yield ETF worth $13.7M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 382 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $8.46K.
  • Aptus Enhanced Yield ETF made up 0.77% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #29 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Aptus Enhanced Yield ETF in Q1 2024 and has held it in 10 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Aptus Enhanced Yield ETF position peaked at $57.5M in Q1 2025.
  • 56 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.