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 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 +1,969	+98,450%	+$46.5K	﹤0.01%	6244
2023 Q4	$54	Buy	+2	New	+$48	﹤0.01%	7645

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 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

Morgan Stanley's JUCY Position: Q1 2026 in Review

Morgan Stanley reduced its Aptus Enhanced Yield ETF (JUCY) stake by 90% in Q1 2026, selling an estimated $50.9K and leaving 255 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #7107.

Morgan Stanley first reported a position in JUCY in Q4 2023 and has held it in 10 quarters since. The position peaked at $248K in Q3 2024. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

Morgan Stanley held 255 shares of Aptus Enhanced Yield ETF worth $5.65K as of Q1 2026.
Morgan Stanley sold 2,293 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $50.9K.
Aptus Enhanced Yield ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7107 holding.
Morgan Stanley first reported a position in Aptus Enhanced Yield ETF in Q4 2023 and has held it in 10 quarters since.
Morgan Stanley's Aptus Enhanced Yield ETF position peaked at $248K in Q3 2024.
49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.