SFG
JUCY icon

SevenBridge Financial Group’s Aptus Enhanced Yield ETF JUCY Stock Holding History

SevenBridge Financial Group’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 		$8.44M Buy
379,279
+23,518
+7% +$522K 1.32% 17
2025
Q4 		$7.93M Sell
355,761
-4,745
-1% -$106K 1.27% 18
2025
Q3 		$8.04M Buy
360,506
+104,256
+41% +$2.32M 1.33% 14
2025
Q2 		$5.72M Buy
256,250
+87,336
+52% +$1.97M 1.01% 20
2025
Q1 		$3.79M Buy
168,914
+99,937
+145% +$2.29M 0.74% 35
2024
Q4 		$1.58M Buy
+68,977
New +$1.59M 0.3% 90

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
6SA
6th Street Advisors Daphne, Alabama $159M AUM

SevenBridge Financial Group's JUCY Position: Q1 2026 in Review

SevenBridge Financial Group increased its Aptus Enhanced Yield ETF (JUCY) stake by 6.6% in Q1 2026, buying an estimated $522K and bringing the position to 379,279 shares worth $8.44M. The position accounts for 1.32% of the portfolio, ranked #17.

SevenBridge Financial Group first reported a position in JUCY in Q4 2024 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

  • SevenBridge Financial Group held 379,279 shares of Aptus Enhanced Yield ETF worth $8.44M as of Q1 2026.
  • SevenBridge Financial Group bought 23,518 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $522K.
  • Aptus Enhanced Yield ETF made up 1.32% of SevenBridge Financial Group's portfolio in Q1 2026, its #17 holding.
  • SevenBridge Financial Group first reported a position in Aptus Enhanced Yield ETF in Q4 2024 and has held it in 6 quarters since.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.