LPL Financial
JUCY icon

LPL Financial’s Aptus Enhanced Yield ETF JUCY Stock Holding History

LPL Financial’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 		$2.22M Sell
100,158
-14,251
-12% -$316K ﹤0.01% 3408
2025
Q4 		$2.54M Sell
114,409
-19,129
-14% -$426K ﹤0.01% 3167
2025
Q3 		$2.98M Buy
133,538
+23,804
+22% +$530K ﹤0.01% 2954
2025
Q2 		$2.44M Buy
109,734
+12,934
+13% +$291K ﹤0.01% 2940
2025
Q1 		$2.21M Sell
96,800
-9,712
-9% -$222K ﹤0.01% 2865
2024
Q4 		$2.43M Sell
106,512
-3,701
-3% -$85.4K ﹤0.01% 2689
2024
Q3 		$2.56M Buy
110,213
+2,708
+3% +$63.1K ﹤0.01% 2497
2024
Q2 		$2.49M Sell
107,505
-14,556
-12% -$339K ﹤0.01% 2412
2024
Q1 		$2.85M Buy
122,061
+42,709
+54% +$1.01M ﹤0.01% 2228
2023
Q4 		$1.88M Buy
79,352
+40,584
+105% +$976K ﹤0.01% 2465
2023
Q3 		$939K Buy
38,768
+22,621
+140% +$552K ﹤0.01% 2952
2023
Q2 		$393K Buy
+16,147
New +$400K ﹤0.01% 3648

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

LPL Financial's JUCY Position: Q1 2026 in Review

LPL Financial reduced its Aptus Enhanced Yield ETF (JUCY) stake by 12% in Q1 2026, selling an estimated $316K and leaving 100,158 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #3408.

LPL Financial first reported a position in JUCY in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.98M in Q3 2025. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

  • LPL Financial held 100,158 shares of Aptus Enhanced Yield ETF worth $2.22M as of Q1 2026.
  • LPL Financial sold 14,251 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $316K.
  • Aptus Enhanced Yield ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3408 holding.
  • LPL Financial first reported a position in Aptus Enhanced Yield ETF in Q2 2023 and has held it in 12 quarters since.
  • LPL Financial's Aptus Enhanced Yield ETF position peaked at $2.98M in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.