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
Q2 		$2.49M Buy
113,151
+12,993
+13% +$288K ﹤0.01% 3513
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 $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

LPL Financial's JUCY Position: Q2 2026 in Review

LPL Financial increased its Aptus Enhanced Yield ETF (JUCY) stake by 13% in Q2 2026, buying an estimated $288K and bringing the position to 113,151 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #3513.

LPL Financial first reported a position in JUCY in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.98M in Q3 2025. 55 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

  • LPL Financial held 113,151 shares of Aptus Enhanced Yield ETF worth $2.49M as of Q2 2026.
  • LPL Financial bought 12,993 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $288K.
  • Aptus Enhanced Yield ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3513 holding.
  • LPL Financial first reported a position in Aptus Enhanced Yield ETF in Q2 2023 and has held it in 13 quarters since.
  • LPL Financial's Aptus Enhanced Yield ETF position peaked at $2.98M in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.