Mercer Global Advisors
JUCY icon

Mercer Global Advisors’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Mercer Global Advisors’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
2025
Q3 		– Sell
-13,675
Closed -$304K – 2693
2025
Q2 		$304K Sell
13,675
-28,092
-67% -$632K ﹤0.01% 1843
2025
Q1 		$954K Buy
+41,767
New +$956K ﹤0.01% 1167

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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 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
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return

Mercer Global Advisors's JUCY Position: Q3 2025 in Review

Mercer Global Advisors sold out of Aptus Enhanced Yield ETF (JUCY) in Q3 2025, closing a stake of 13,675 shares — an estimated $304K sold.

Mercer Global Advisors first reported a position in JUCY in Q1 2025 and held it in 2 quarters. The position peaked at $954K in Q1 2025. 46 funds tracked by Wall St. Rank hold JUCY as of Q3 2025.

  • Mercer Global Advisors reported no remaining Aptus Enhanced Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 13,675 Aptus Enhanced Yield ETF shares in Q3 2025, an estimated $304K.
  • Mercer Global Advisors first reported a position in Aptus Enhanced Yield ETF in Q1 2025 and held it in 2 quarters.
  • Mercer Global Advisors's Aptus Enhanced Yield ETF position peaked at $954K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q3 2025.

Based on Mercer Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.