MBE Wealth Management
JUCY icon

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
Q3 		$2.2M Sell
102,140
-3,248
-3% -$71.3K 0.78% 23
2026
Q2 		$2.32M Sell
105,388
-10,916
-9% -$242K 0.81% 21
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

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Mainstay Capital Management
Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $574M AUM 8.36% 1-Year Est. Return
Brogan Financial
Brogan Financial Knoxville, Tennessee $274M AUM 8.82% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Clarus Group
Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
SevenBridge Financial Group
SevenBridge Financial Group Harrisburg, Pennsylvania $674M AUM 24.3% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM

MBE Wealth Management's JUCY Position: Q3 2026 in Review

MBE Wealth Management reduced its Aptus Enhanced Yield ETF (JUCY) stake by 3.1% in Q3 2026, selling an estimated $71.3K and leaving 102,140 shares worth $2.2M. The position accounts for 0.78% of the portfolio, ranked #23.

MBE Wealth Management first reported a position in JUCY in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.45M in Q1 2025. 44 funds tracked by Wall St. Rank hold JUCY as of Q3 2026.

  • MBE Wealth Management held 102,140 shares of Aptus Enhanced Yield ETF worth $2.2M as of Q3 2026.
  • MBE Wealth Management sold 3,248 Aptus Enhanced Yield ETF shares in Q3 2026, an estimated $71.3K.
  • Aptus Enhanced Yield ETF made up 0.78% of MBE Wealth Management's portfolio in Q3 2026, its #23 holding.
  • MBE Wealth Management first reported a position in Aptus Enhanced Yield ETF in Q1 2023 and has held it in 15 quarters since.
  • MBE Wealth Management's Aptus Enhanced Yield ETF position peaked at $3.45M in Q1 2025.
  • 44 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.