OPS
JUCY icon

Orion Portfolio Solutions’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Orion Portfolio Solutions’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 		$1.15M Buy
50,363
+9,464
+23% +$217K 0.01% 1005
2024
Q4 		$931K Sell
40,899
-1,175
-3% -$27.1K 0.01% 1093
2024
Q3 		$977K Buy
42,074
+3,375
+9% +$78.6K 0.01% 1047
2024
Q2 		$895K Buy
38,699
+18,479
+91% +$430K 0.01% 1037
2024
Q1 		$473K Buy
+20,220
New +$477K 0.01% 1285

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 $1.78B AUM 27.25% 1-Year Est. Return

Orion Portfolio Solutions's JUCY Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Aptus Enhanced Yield ETF (JUCY) stake by 23% in Q1 2025, buying an estimated $217K and bringing the position to 50,363 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1005.

Orion Portfolio Solutions first reported a position in JUCY in Q1 2024 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold JUCY as of Q1 2025.

  • Orion Portfolio Solutions held 50,363 shares of Aptus Enhanced Yield ETF worth $1.15M as of Q1 2025.
  • Orion Portfolio Solutions bought 9,464 Aptus Enhanced Yield ETF shares in Q1 2025, an estimated $217K.
  • Aptus Enhanced Yield ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1005 holding.
  • Orion Portfolio Solutions first reported a position in Aptus Enhanced Yield ETF in Q1 2024 and has held it in 5 quarters since.
  • 56 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.