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MBE Wealth Management’s Aptus Enhanced Yield ETF JUCY Stock Holding History

MBE 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 		$2.58M Sell
116,304
-5,419
-4% -$120K 1.07% 19
2025
Q4 		$2.7M Buy
121,723
+1,989
+2% +$44.3K 1.13% 19
2025
Q3 		$2.67M Sell
119,734
-35,415
-23% -$789K 1.15% 17
2025
Q2 		$3.45M Buy
155,149
+4,021
+3% +$90.5K 1.5% 14
2025
Q1 		$3.45M Buy
151,128
+77,154
+104% +$1.77M 1.65% 14
2024
Q4 		$1.68M Buy
73,974
+4,261
+6% +$98.3K 0.95% 18
2024
Q3 		$1.62M Buy
69,713
+8,829
+15% +$206K 0.89% 17
2024
Q2 		$1.41M Sell
60,884
-331
-0.5% -$7.71K 0.85% 19
2024
Q1 		$1.43M Buy
61,215
+12,073
+25% +$285K 0.88% 16
2023
Q4 		$1.16M Sell
49,142
-6,128
-11% -$147K 0.6% 24
2023
Q3 		$1.34M Buy
55,270
+1,379
+3% +$33.6K 0.77% 16
2023
Q2 		$1.31M Buy
53,891
+38,600
+252% +$957K 0.71% 18
2023
Q1 		$381K Buy
+15,291
New +$383K 0.22% 49

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

MBE Wealth Management's JUCY Position: Q1 2026 in Review

MBE Wealth Management reduced its Aptus Enhanced Yield ETF (JUCY) stake by 4.5% in Q1 2026, selling an estimated $120K and leaving 116,304 shares worth $2.58M. The position accounts for 1.07% of the portfolio, ranked #19.

MBE Wealth Management first reported a position in JUCY in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.45M in Q1 2025. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

  • MBE Wealth Management held 116,304 shares of Aptus Enhanced Yield ETF worth $2.58M as of Q1 2026.
  • MBE Wealth Management sold 5,419 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $120K.
  • Aptus Enhanced Yield ETF made up 1.07% of MBE Wealth Management's portfolio in Q1 2026, its #19 holding.
  • MBE Wealth Management first reported a position in Aptus Enhanced Yield ETF in Q1 2023 and has held it in 13 quarters since.
  • MBE Wealth Management's Aptus Enhanced Yield ETF position peaked at $3.45M in Q1 2025.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on MBE Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.