Integrated Wealth Concepts
JUCY icon

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 		$16.3M Sell
741,029
-4,167
-0.6% -$92.3K 0.11% 194
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

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Talon Private Wealth
Talon Private Wealth The Villages, Florida $855M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
SevenBridge Financial Group
SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM

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

Integrated Wealth Concepts reduced its Aptus Enhanced Yield ETF (JUCY) stake by 0.56% in Q2 2026, selling an estimated $92.3K and leaving 741,029 shares worth $16.3M. The position accounts for 0.11% of the portfolio, ranked #194.

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. 56 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

  • Integrated Wealth Concepts held 741,029 shares of Aptus Enhanced Yield ETF worth $16.3M as of Q2 2026.
  • Integrated Wealth Concepts sold 4,167 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $92.3K.
  • Aptus Enhanced Yield ETF made up 0.11% of Integrated Wealth Concepts's portfolio in Q2 2026, its #194 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.
  • 56 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.