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Independent Advisor Alliance’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Independent Advisor Alliance’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 		$1.7M Sell
77,538
-86,268
-53% -$1.91M 0.04% 314
2026
Q1 		$3.63M Buy
163,806
+93,170
+132% +$2.07M 0.04% 395
2025
Q4 		$1.57M Buy
70,636
+53,364
+309% +$1.19M 0.04% 356
2025
Q3 		$385K Buy
+17,272
New +$385K 0.01% 698

Other funds holding JUCY

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.78B AUM 19.66% 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

Independent Advisor Alliance's JUCY Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Aptus Enhanced Yield ETF (JUCY) stake by 53% in Q2 2026, selling an estimated $1.91M and leaving 77,538 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #314.

Independent Advisor Alliance first reported a position in JUCY in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.63M in Q1 2026. 55 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

  • Independent Advisor Alliance held 77,538 shares of Aptus Enhanced Yield ETF worth $1.7M as of Q2 2026.
  • Independent Advisor Alliance sold 86,268 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $1.91M.
  • Aptus Enhanced Yield ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #314 holding.
  • Independent Advisor Alliance first reported a position in Aptus Enhanced Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • Independent Advisor Alliance's Aptus Enhanced Yield ETF position peaked at $3.63M in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.