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Lord & Richards Wealth Management’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Lord & Richards Wealth Management’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 		$2.81M Buy
127,839
+7,283
+6% +$161K 2.2% 11
2026
Q1 		$2.67M Buy
120,556
+1,443
+1% +$32K 2.34% 11
2025
Q4 		$2.64M Buy
119,113
+8,265
+7% +$184K 2.27% 12
2025
Q3 		$2.47M Buy
110,848
+6,233
+6% +$139K 2.26% 11
2025
Q2 		$2.33M Buy
104,615
+16,687
+19% +$376K 2.43% 10
2025
Q1 		$2.01M Buy
87,928
+46,641
+113% +$1.07M 2.28% 9
2024
Q4 		$940K Buy
+41,287
New +$952K 1.98% 12

Other funds holding JUCY

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
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

Lord & Richards Wealth Management's JUCY Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Aptus Enhanced Yield ETF (JUCY) stake by 6% in Q2 2026, buying an estimated $161K and bringing the position to 127,839 shares worth $2.81M. The position accounts for 2.2% of the portfolio, ranked #11.

Lord & Richards Wealth Management first reported a position in JUCY in Q4 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

  • Lord & Richards Wealth Management held 127,839 shares of Aptus Enhanced Yield ETF worth $2.81M as of Q2 2026.
  • Lord & Richards Wealth Management bought 7,283 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $161K.
  • Aptus Enhanced Yield ETF made up 2.2% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Lord & Richards Wealth Management first reported a position in Aptus Enhanced Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • 55 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.