Silver Oak Securities
JUCY icon

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
Q3 		$3.92M Buy
181,257
+12,121
+7% +$266K 0.29% 69
2026
Q2 		$3.72M Buy
169,136
+10,635
+7% +$236K 0.23% 94
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

Mainstay Capital Management
Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 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
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Clarus Group
Clarus Group Houston, Texas $303M AUM 16.99% 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
6SA
6th Street Advisors Daphne, Alabama $173M AUM
Uniting Wealth Partners
Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Silver Oak Securities's JUCY Position: Q3 2026 in Review

Silver Oak Securities increased its Aptus Enhanced Yield ETF (JUCY) stake by 7.2% in Q3 2026, buying an estimated $266K and bringing the position to 181,257 shares worth $3.92M. The position accounts for 0.29% of the portfolio, ranked #69.

Silver Oak Securities first reported a position in JUCY in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.88M in Q2 2023. 35 funds tracked by Wall St. Rank hold JUCY as of Q3 2026.

  • Silver Oak Securities held 181,257 shares of Aptus Enhanced Yield ETF worth $3.92M as of Q3 2026.
  • Silver Oak Securities bought 12,121 Aptus Enhanced Yield ETF shares in Q3 2026, an estimated $266K.
  • Aptus Enhanced Yield ETF made up 0.29% of Silver Oak Securities's portfolio in Q3 2026, its #69 holding.
  • Silver Oak Securities first reported a position in Aptus Enhanced Yield ETF in Q4 2022 and has held it in 16 quarters since.
  • Silver Oak Securities's Aptus Enhanced Yield ETF position peaked at $5.88M in Q2 2023.
  • 35 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.