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IFP Advisors’s Aptus Enhanced Yield ETF JUCY Stock Holding History

IFP Advisors’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 		$24.5K Buy
+1,116
New +$24.7K ﹤0.01% 2847
2024
Q3 		– Sell
-7,597
Closed -$176K – 3383
2024
Q2 		$176K Sell
7,597
-2,839
-27% -$66.1K 0.01% 1102
2024
Q1 		$244K Sell
10,436
-819
-7% -$19.3K 0.01% 901
2023
Q4 		$266K Buy
+11,255
New +$271K 0.01% 832
2023
Q1 		– Sell
-10,247
Closed -$258K – 3947
2022
Q4 		$258K Buy
+10,247
New +$257K 0.01% 1222

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
WS
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFP Advisors's JUCY Position: Q2 2026 in Review

IFP Advisors opened a new position in Aptus Enhanced Yield ETF (JUCY) in Q2 2026: 1,116 shares worth $24.5K. The stake represents ﹤0.01% of the portfolio and ranks #2847 among its holdings. This is a return to the name: IFP Advisors previously reported a position in JUCY as recently as Q2 2024.

IFP Advisors first reported a position in JUCY in Q4 2022 and has held it in 5 quarters since. The position peaked at $266K in Q4 2023. 18 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

  • IFP Advisors held 1,116 shares of Aptus Enhanced Yield ETF worth $24.5K as of Q2 2026.
  • Aptus Enhanced Yield ETF was a new IFP Advisors position in Q2 2026.
  • Aptus Enhanced Yield ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2847 holding.
  • IFP Advisors first reported a position in Aptus Enhanced Yield ETF in Q4 2022 and has held it in 5 quarters since.
  • IFP Advisors's Aptus Enhanced Yield ETF position peaked at $266K in Q4 2023.
  • 18 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.