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ORG Partners’s Aptus Enhanced Yield ETF JUCY Stock Holding History

ORG Partners’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
Q1 		– Sell
-529,717
Closed -$12.1M – 1509
2024
Q4 		$12.1M Buy
529,717
+28,363
+6% +$654K 1.64% 13
2024
Q3 		$11.6M Buy
501,354
+4,908
+1% +$114K 1.86% 11
2024
Q2 		$11.5M Buy
+496,446
New +$11.6M 1.43% 12
2024
Q1 		– Sell
-436,875
Closed -$10.3M – 822
2023
Q4 		$10.3M Buy
+436,875
New +$10.5M 1.73% 11

Other funds holding JUCY

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

ORG Partners's JUCY Position: Q1 2025 in Review

ORG Partners sold out of Aptus Enhanced Yield ETF (JUCY) in Q1 2025, closing a stake of 529,717 shares — an estimated $12.1M sold.

ORG Partners first reported a position in JUCY in Q4 2023 and held it in 4 quarters. The position peaked at $12.1M in Q4 2024. 56 funds tracked by Wall St. Rank hold JUCY as of Q1 2025.

  • ORG Partners reported no remaining Aptus Enhanced Yield ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 529,717 Aptus Enhanced Yield ETF shares in Q1 2025, an estimated $12.1M.
  • ORG Partners first reported a position in Aptus Enhanced Yield ETF in Q4 2023 and held it in 4 quarters.
  • ORG Partners's Aptus Enhanced Yield ETF position peaked at $12.1M in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.