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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

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $574M AUM 8.36% 1-Year Est. Return
Talon Private Wealth
Talon Private Wealth The Villages, Florida $855M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
SevenBridge Financial Group
SevenBridge Financial Group Harrisburg, Pennsylvania $674M AUM 24.3% 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. 58 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.
  • 58 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.