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JT Stratford LLC’s Aptus Enhanced Yield ETF JUCY Stock Holding History

JT Stratford LLC’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
2025
Q3 		– Sell
-192,355
Closed -$4.28M – 321
2025
Q2 		$4.28M Buy
192,355
+11,313
+6% +$255K 0.65% 31
2025
Q1 		$4.13M Buy
181,042
+7,310
+4% +$167K 0.73% 26
2024
Q4 		$3.96M Buy
173,732
+64,441
+59% +$1.49M 0.65% 28
2024
Q3 		$2.54M Sell
109,291
-130,144
-54% -$3.03M 0.43% 46
2024
Q2 		$5.54M Sell
239,435
-51,740
-18% -$1.2M 1.03% 20
2024
Q1 		$6.81M Sell
291,175
-187,191
-39% -$4.42M 1.36% 17
2023
Q4 		$11.3M Buy
478,366
+55,931
+13% +$1.35M 2.59% 5
2023
Q3 		$10.2M Buy
422,435
+64,560
+18% +$1.57M 2.64% 5
2023
Q2 		$8.72M Buy
357,875
+87,227
+32% +$2.16M 2.35% 8
2023
Q1 		$6.74M Buy
+270,648
New +$6.78M 1.94% 8

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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 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
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return

JT Stratford LLC's JUCY Position: Q3 2025 in Review

JT Stratford LLC sold out of Aptus Enhanced Yield ETF (JUCY) in Q3 2025, closing a stake of 192,355 shares — an estimated $4.28M sold.

JT Stratford LLC first reported a position in JUCY in Q1 2023 and held it in 10 quarters. The position peaked at $11.3M in Q4 2023. 46 funds tracked by Wall St. Rank hold JUCY as of Q3 2025.

  • JT Stratford LLC reported no remaining Aptus Enhanced Yield ETF position as of Q3 2025 after selling out during the quarter.
  • JT Stratford LLC sold 192,355 Aptus Enhanced Yield ETF shares in Q3 2025, an estimated $4.28M.
  • JT Stratford LLC first reported a position in Aptus Enhanced Yield ETF in Q1 2023 and held it in 10 quarters.
  • JT Stratford LLC's Aptus Enhanced Yield ETF position peaked at $11.3M in Q4 2023.
  • 46 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q3 2025.

Based on JT Stratford LLC's 13F filing for Q3 2025, filed 12 Nov 2025.