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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
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 $12.7B AUM 17.41% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 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

Lord & Richards Wealth Management's JUCY Position: Q1 2026 in Review

Lord & Richards Wealth Management increased its Aptus Enhanced Yield ETF (JUCY) stake by 1.2% in Q1 2026, buying an estimated $32K and bringing the position to 120,556 shares worth $2.67M. The position accounts for 2.34% of the portfolio, ranked #11.

Lord & Richards Wealth Management first reported a position in JUCY in Q4 2024 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

  • Lord & Richards Wealth Management held 120,556 shares of Aptus Enhanced Yield ETF worth $2.67M as of Q1 2026.
  • Lord & Richards Wealth Management bought 1,443 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $32K.
  • Aptus Enhanced Yield ETF made up 2.34% of Lord & Richards Wealth Management's portfolio in Q1 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 6 quarters since.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.