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Savvy Advisors Inc’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Savvy Advisors Inc’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 		$1.67M Sell
75,440
-45,157
-37% -$1M 0.04% 308
2025
Q4 		$2.68M Buy
+120,597
New +$2.69M 0.09% 181

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

Savvy Advisors Inc's JUCY Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Aptus Enhanced Yield ETF (JUCY) stake by 37% in Q1 2026, selling an estimated $1M and leaving 75,440 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #308.

Savvy Advisors Inc first reported a position in JUCY in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.68M in Q4 2025. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

  • Savvy Advisors Inc held 75,440 shares of Aptus Enhanced Yield ETF worth $1.67M as of Q1 2026.
  • Savvy Advisors Inc sold 45,157 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $1M.
  • Aptus Enhanced Yield ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #308 holding.
  • Savvy Advisors Inc first reported a position in Aptus Enhanced Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Aptus Enhanced Yield ETF position peaked at $2.68M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.