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Retirement Planning Group (Kansas)’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Retirement Planning Group (Kansas)’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 		– Sell
-10,097
Closed -$224K – 494
2025
Q4 		$224K Sell
10,097
-1,407
-12% -$31.4K 0.01% 390
2025
Q3 		$256K Sell
11,504
-5,156
-31% -$115K 0.01% 353
2025
Q2 		$370K Sell
16,660
-614
-4% -$13.8K 0.02% 237
2025
Q1 		$394K Buy
17,274
+1,470
+9% +$33.6K 0.02% 218
2024
Q4 		$360K Buy
+15,804
New +$365K 0.02% 212

Other funds holding JUCY

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Retirement Planning Group (Kansas)'s JUCY Position: Q1 2026 in Review

Retirement Planning Group (Kansas) sold out of Aptus Enhanced Yield ETF (JUCY) in Q1 2026, closing a stake of 10,097 shares — an estimated $224K sold.

Retirement Planning Group (Kansas) first reported a position in JUCY in Q4 2024 and held it in 5 quarters. The position peaked at $394K in Q1 2025. 50 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

  • Retirement Planning Group (Kansas) reported no remaining Aptus Enhanced Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 10,097 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $224K.
  • Retirement Planning Group (Kansas) first reported a position in Aptus Enhanced Yield ETF in Q4 2024 and held it in 5 quarters.
  • Retirement Planning Group (Kansas)'s Aptus Enhanced Yield ETF position peaked at $394K in Q1 2025.
  • 50 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.