Rockefeller Capital Management
JUCY icon

Rockefeller Capital Management’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Rockefeller Capital Management’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
-246
Closed -$5.48K – 4800
2025
Q4 		$5.48K Buy
+246
New +$5.48K ﹤0.01% 4041

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

Rockefeller Capital Management's JUCY Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Aptus Enhanced Yield ETF (JUCY) in Q1 2026, closing a stake of 246 shares — an estimated $5.48K sold.

Rockefeller Capital Management first reported a position in JUCY in Q4 2025 and held it in 1 quarter. The position peaked at $5.48K in Q4 2025. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Aptus Enhanced Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 246 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $5.48K.
  • Rockefeller Capital Management first reported a position in Aptus Enhanced Yield ETF in Q4 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Aptus Enhanced Yield ETF position peaked at $5.48K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.