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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
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 $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
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
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

Independent Advisor Alliance's JUCY Position: Q1 2026 in Review

Independent Advisor Alliance increased its Aptus Enhanced Yield ETF (JUCY) stake by 132% in Q1 2026, buying an estimated $2.07M and bringing the position to 163,806 shares worth $3.63M. The position accounts for 0.04% of the portfolio, ranked #395.

Independent Advisor Alliance first reported a position in JUCY in Q3 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

  • Independent Advisor Alliance held 163,806 shares of Aptus Enhanced Yield ETF worth $3.63M as of Q1 2026.
  • Independent Advisor Alliance bought 93,170 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $2.07M.
  • Aptus Enhanced Yield ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q1 2026, its #395 holding.
  • Independent Advisor Alliance first reported a position in Aptus Enhanced Yield ETF in Q3 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.