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 Q2	$8.82M	Buy	400,195 +20,916	+6%	+$463K	1.3%	17
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 $14.6B AUM 22.78% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

SLC

Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.78B AUM 19.66% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $174M AUM

PPC

Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return

SevenBridge Financial Group's JUCY Position: Q2 2026 in Review

SevenBridge Financial Group increased its Aptus Enhanced Yield ETF (JUCY) stake by 5.5% in Q2 2026, buying an estimated $463K and bringing the position to 400,195 shares worth $8.82M. The position accounts for 1.3% of the portfolio, ranked #17.

SevenBridge Financial Group first reported a position in JUCY in Q4 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

SevenBridge Financial Group held 400,195 shares of Aptus Enhanced Yield ETF worth $8.82M as of Q2 2026.
SevenBridge Financial Group bought 20,916 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $463K.
Aptus Enhanced Yield ETF made up 1.3% of SevenBridge Financial Group's portfolio in Q2 2026, its #17 holding.
SevenBridge Financial Group first reported a position in Aptus Enhanced Yield ETF in Q4 2024 and has held it in 7 quarters since.
55 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.