Morgan Stanley
JUCY icon

Morgan Stanley’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Morgan Stanley’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 		$13.5K Buy
615
+360
+141% +$7.98K ﹤0.01% 6944
2026
Q1 		$5.65K Sell
255
-2,293
-90% -$50.9K ﹤0.01% 7107
2025
Q4 		$56.6K Buy
2,548
+577
+29% +$12.9K ﹤0.01% 6393
2025
Q3 		$43.9K Sell
1,971
-1
-0.1% -$22 ﹤0.01% 6454
2025
Q2 		$43.8K Hold
1,972
– – ﹤0.01% 6404
2025
Q1 		$45K Buy
1,972
+1
+0.1% +$23 ﹤0.01% 6306
2024
Q4 		$44.9K Sell
1,971
-8,701
-82% -$201K ﹤0.01% 6315
2024
Q3 		$248K Buy
10,672
+8,701
+441% +$203K ﹤0.01% 5671
2024
Q2 		$45.6K Hold
1,971
– – ﹤0.01% 6207
2024
Q1 		$46.1K Buy
1,971
+1,970
+197,000% +$46.5K ﹤0.01% 6244
2023
Q4 		$27 Buy
+1
New +$24 ﹤0.01% 7645

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

Morgan Stanley's JUCY Position: Q2 2026 in Review

Morgan Stanley increased its Aptus Enhanced Yield ETF (JUCY) stake by 141% in Q2 2026, buying an estimated $7.98K and bringing the position to 615 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6944.

Morgan Stanley first reported a position in JUCY in Q4 2023 and has held it in 11 quarters since. The position peaked at $248K in Q3 2024. 55 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

  • Morgan Stanley held 615 shares of Aptus Enhanced Yield ETF worth $13.5K as of Q2 2026.
  • Morgan Stanley bought 360 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $7.98K.
  • Aptus Enhanced Yield ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6944 holding.
  • Morgan Stanley first reported a position in Aptus Enhanced Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • Morgan Stanley's Aptus Enhanced Yield ETF position peaked at $248K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.