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Regal Investment Advisors’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Regal Investment 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
2026
Q1 		$976K Buy
44,054
+1,462
+3% +$32.5K 0.06% 294
2025
Q4 		$946K Buy
42,592
+25,560
+150% +$570K 0.06% 291
2025
Q3 		$380K Buy
+17,032
New +$379K 0.02% 428

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
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

Regal Investment Advisors's JUCY Position: Q1 2026 in Review

Regal Investment Advisors increased its Aptus Enhanced Yield ETF (JUCY) stake by 3.4% in Q1 2026, buying an estimated $32.5K and bringing the position to 44,054 shares worth $976K. The position accounts for 0.06% of the portfolio, ranked #294.

Regal Investment Advisors first reported a position in JUCY in Q3 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

  • Regal Investment Advisors held 44,054 shares of Aptus Enhanced Yield ETF worth $976K as of Q1 2026.
  • Regal Investment Advisors bought 1,462 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $32.5K.
  • Aptus Enhanced Yield ETF made up 0.06% of Regal Investment Advisors's portfolio in Q1 2026, its #294 holding.
  • Regal Investment Advisors first reported a position in Aptus Enhanced Yield ETF in Q3 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.