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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
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

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

MBE Wealth Management's JUCY Position: Q2 2026 in Review

MBE Wealth Management reduced its Aptus Enhanced Yield ETF (JUCY) stake by 9.4% in Q2 2026, selling an estimated $242K and leaving 105,388 shares worth $2.32M. The position accounts for 0.81% of the portfolio, ranked #21.

MBE Wealth Management first reported a position in JUCY in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.45M in Q1 2025. 55 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

  • MBE Wealth Management held 105,388 shares of Aptus Enhanced Yield ETF worth $2.32M as of Q2 2026.
  • MBE Wealth Management sold 10,916 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $242K.
  • Aptus Enhanced Yield ETF made up 0.81% of MBE Wealth Management's portfolio in Q2 2026, its #21 holding.
  • MBE Wealth Management first reported a position in Aptus Enhanced Yield ETF in Q1 2023 and has held it in 14 quarters since.
  • MBE Wealth Management's Aptus Enhanced Yield ETF position peaked at $3.45M in Q1 2025.
  • 55 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.