Jones Financial Companies

Jones Financial Companies’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Jones Financial Companies’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	$7.76K	Buy	+350	New	+$7.77K	﹤0.01%	3670

Other funds holding JUCY

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Talon Private Wealth The Villages, Florida $753M AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

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

Jones Financial Companies's JUCY Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Aptus Enhanced Yield ETF (JUCY) in Q1 2026: 350 shares worth $7.76K. The stake represents ﹤0.01% of the portfolio and ranks #3670 among its holdings.

49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

Jones Financial Companies held 350 shares of Aptus Enhanced Yield ETF worth $7.76K as of Q1 2026.
Aptus Enhanced Yield ETF was a new Jones Financial Companies position in Q1 2026.
Aptus Enhanced Yield ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3670 holding.
49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.