Integrated Wealth Concepts’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Integrated Wealth Concepts’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	$16.5M	Buy	745,196 +299,099	+67%	+$6.64M	0.13%	152
2025 Q4	$9.9M	Sell	446,097 -249,846	-36%	-$5.57M	0.12%	161
2025 Q3	$15.5M	Sell	695,943 -5,023	-0.7%	-$112K	0.14%	140
2025 Q2	$15.6M	Sell	700,966 -450,626	-39%	-$10.1M	0.16%	136
2025 Q1	$26.3M	Sell	1,151,592 -103,286	-8%	-$2.36M	0.31%	70
2024 Q4	$28.6M	Sell	1,254,878 -191,739	-13%	-$4.42M	0.33%	60
2024 Q3	$33.6M	Buy	1,446,617 +152,288	+12%	+$3.55M	0.41%	51
2024 Q2	$29.9M	Buy	1,294,329 +120,938	+10%	+$2.82M	0.41%	46
2024 Q1	$27.4M	Sell	1,173,391 -23,404	-2%	-$552K	0.4%	42
2023 Q4	$28.3M	Buy	1,196,795 +646,517	+117%	+$15.6M	0.46%	36
2023 Q3	$13.3M	Sell	550,278 -23,437	-4%	-$572K	0.24%	105
2023 Q2	$14M	Buy	+573,715	New	+$14.2M	0.24%	104

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 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

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

6SA

6th Street Advisors Daphne, Alabama $174M AUM

Integrated Wealth Concepts's JUCY Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Aptus Enhanced Yield ETF (JUCY) stake by 67% in Q1 2026, buying an estimated $6.64M and bringing the position to 745,196 shares worth $16.5M. The position accounts for 0.13% of the portfolio, ranked #152.

Integrated Wealth Concepts first reported a position in JUCY in Q2 2023 and has held it in 12 quarters since. The position peaked at $33.6M in Q3 2024. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

Integrated Wealth Concepts held 745,196 shares of Aptus Enhanced Yield ETF worth $16.5M as of Q1 2026.
Integrated Wealth Concepts bought 299,099 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $6.64M.
Aptus Enhanced Yield ETF made up 0.13% of Integrated Wealth Concepts's portfolio in Q1 2026, its #152 holding.
Integrated Wealth Concepts first reported a position in Aptus Enhanced Yield ETF in Q2 2023 and has held it in 12 quarters since.
Integrated Wealth Concepts's Aptus Enhanced Yield ETF position peaked at $33.6M in Q3 2024.
49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.