Regatta Research & Money Management’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Regatta Research & Money 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	$18.7K	Buy	+851	New	+$18.9K	0.02%	415

Other funds holding JUCY

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 1-Year Est. Return

6th Street Advisors Daphne, Alabama $174M AUM

Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return

Regatta Research & Money Management's JUCY Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Aptus Enhanced Yield ETF (JUCY) in Q2 2026: 851 shares worth $18.7K. The stake represents 0.02% of the portfolio and ranks #415 among its holdings.

46 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

Regatta Research & Money Management held 851 shares of Aptus Enhanced Yield ETF worth $18.7K as of Q2 2026.
Aptus Enhanced Yield ETF was a new Regatta Research & Money Management position in Q2 2026.
Aptus Enhanced Yield ETF made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #415 holding.
46 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.