Second Half Financial Partners’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Second Half Financial Partners’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 Q2	$1.59M	Sell	72,168 -2,725	-4%	-$60.4K	0.65%	21
2026 Q1	$1.66M	Buy	74,893 +4,284	+6%	+$95.1K	0.75%	21
2025 Q4	$1.57M	Buy	70,609 +1,691	+2%	+$37.7K	0.7%	20
2025 Q3	$1.54M	Sell	68,918 -3,801	-5%	-$84.7K	0.68%	21
2025 Q2	$1.62M	Sell	72,719 -13,139	-15%	-$296K	0.76%	17
2025 Q1	$1.96M	Sell	85,858 -592	-0.7%	-$13.5K	0.97%	19
2024 Q4	$1.97M	Buy	86,450 +2,014	+2%	+$46.5K	0.96%	24
2024 Q3	$1.96M	Buy	+84,436	New	+$1.97M	1.04%	31

Other funds holding JUCY

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

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Second Half Financial Partners's JUCY Position: Q2 2026 in Review

Second Half Financial Partners reduced its Aptus Enhanced Yield ETF (JUCY) stake by 3.6% in Q2 2026, selling an estimated $60.4K and leaving 72,168 shares worth $1.59M. The position accounts for 0.65% of the portfolio, ranked #21.

Second Half Financial Partners first reported a position in JUCY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.97M in Q4 2024. 9 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

Second Half Financial Partners held 72,168 shares of Aptus Enhanced Yield ETF worth $1.59M as of Q2 2026.
Second Half Financial Partners sold 2,725 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $60.4K.
Aptus Enhanced Yield ETF made up 0.65% of Second Half Financial Partners's portfolio in Q2 2026, its #21 holding.
Second Half Financial Partners first reported a position in Aptus Enhanced Yield ETF in Q3 2024 and has held it in 8 quarters since.
Second Half Financial Partners's Aptus Enhanced Yield ETF position peaked at $1.97M in Q4 2024.
9 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.