Silver Oak Securities’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Silver Oak Securities’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	$3.51M	Sell	158,501 -1,190	-0.7%	-$26.4K	0.26%	84
2025 Q4	$3.55M	Buy	159,691 +4,933	+3%	+$110K	0.24%	90
2025 Q3	$3.45M	Buy	154,758 +3,954	+3%	+$88.1K	0.26%	85
2025 Q2	$3.35M	Sell	150,804 -43,256	-22%	-$973K	0.27%	78
2025 Q1	$4.43M	Buy	194,060 +3,538	+2%	+$81K	0.41%	55
2024 Q4	$4.34M	Buy	190,522 +6,593	+4%	+$152K	0.4%	59
2024 Q3	$4.28M	Buy	183,929 +7,139	+4%	+$166K	0.45%	53
2024 Q2	$4.09M	Buy	176,790 +37,465	+27%	+$872K	0.61%	43
2024 Q1	$3.26M	Sell	139,325 -9,422	-6%	-$222K	0.5%	45
2023 Q4	$3.52M	Buy	148,747 +33,690	+29%	+$810K	0.47%	48
2023 Q3	$2.79M	Sell	115,057 -126,464	-52%	-$3.08M	0.61%	34
2023 Q2	$5.88M	Buy	241,521 +54,597	+29%	+$1.35M	0.95%	21
2023 Q1	$4.66M	Buy	186,924 +10,944	+6%	+$274K	0.76%	27
2022 Q4	$4.41M	Buy	+175,980	New	+$4.42M	0.83%	24

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 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

Silver Oak Securities's JUCY Position: Q1 2026 in Review

Silver Oak Securities reduced its Aptus Enhanced Yield ETF (JUCY) stake by 0.75% in Q1 2026, selling an estimated $26.4K and leaving 158,501 shares worth $3.51M. The position accounts for 0.26% of the portfolio, ranked #84.

Silver Oak Securities first reported a position in JUCY in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.88M in Q2 2023. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

Silver Oak Securities held 158,501 shares of Aptus Enhanced Yield ETF worth $3.51M as of Q1 2026.
Silver Oak Securities sold 1,190 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $26.4K.
Aptus Enhanced Yield ETF made up 0.26% of Silver Oak Securities's portfolio in Q1 2026, its #84 holding.
Silver Oak Securities first reported a position in Aptus Enhanced Yield ETF in Q4 2022 and has held it in 14 quarters since.
Silver Oak Securities's Aptus Enhanced Yield ETF position peaked at $5.88M in Q2 2023.
49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.