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 Q2	$22.6M	Buy	1,027,093 +281,897	+38%	+$6.25M	0.11%	179
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 $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

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

PPC

Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return

Integrated Wealth Concepts's JUCY Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Aptus Enhanced Yield ETF (JUCY) stake by 38% in Q2 2026, buying an estimated $6.25M and bringing the position to 1,027,093 shares worth $22.6M. The position accounts for 0.11% of the portfolio, ranked #179.

Integrated Wealth Concepts first reported a position in JUCY in Q2 2023 and has held it in 13 quarters since. The position peaked at $33.6M in Q3 2024. 55 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

Integrated Wealth Concepts held 1,027,093 shares of Aptus Enhanced Yield ETF worth $22.6M as of Q2 2026.
Integrated Wealth Concepts bought 281,897 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $6.25M.
Aptus Enhanced Yield ETF made up 0.11% of Integrated Wealth Concepts's portfolio in Q2 2026, its #179 holding.
Integrated Wealth Concepts first reported a position in Aptus Enhanced Yield ETF in Q2 2023 and has held it in 13 quarters since.
Integrated Wealth Concepts's Aptus Enhanced Yield ETF position peaked at $33.6M in Q3 2024.
55 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.