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

Sunburst 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	$12.2M	Buy	554,362 +8,254	+2%	+$183K	1.97%	14
2026 Q1	$12.1M	Buy	546,108 +42,143	+8%	+$935K	2.23%	14
2025 Q4	$11.2M	Sell	503,965 -34,678	-6%	-$773K	2.26%	11
2025 Q3	$12M	Sell	538,643 -11,735	-2%	-$261K	2.53%	11
2025 Q2	$12.2M	Buy	550,378 +19,864	+4%	+$447K	2.74%	10
2025 Q1	$12.1M	Buy	530,514 +21,266	+4%	+$487K	2.97%	10
2024 Q4	$11.6M	Sell	509,248 -60,760	-11%	-$1.4M	2.87%	9
2024 Q3	$13.2M	Buy	570,008 +98,308	+21%	+$2.29M	3.35%	8
2024 Q2	$10.9M	Buy	471,700 +183,680	+64%	+$4.28M	2.96%	8
2024 Q1	$6.74M	Buy	+288,020	New	+$6.79M	1.91%	15

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

SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 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

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

Sunburst Financial Group increased its Aptus Enhanced Yield ETF (JUCY) stake by 1.5% in Q2 2026, buying an estimated $183K and bringing the position to 554,362 shares worth $12.2M. The position accounts for 1.97% of the portfolio, ranked #14.

Sunburst Financial Group first reported a position in JUCY in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.2M in Q3 2024. 55 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

Sunburst Financial Group held 554,362 shares of Aptus Enhanced Yield ETF worth $12.2M as of Q2 2026.
Sunburst Financial Group bought 8,254 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $183K.
Aptus Enhanced Yield ETF made up 1.97% of Sunburst Financial Group's portfolio in Q2 2026, its #14 holding.
Sunburst Financial Group first reported a position in Aptus Enhanced Yield ETF in Q1 2024 and has held it in 10 quarters since.
Sunburst Financial Group's Aptus Enhanced Yield ETF position peaked at $13.2M in Q3 2024.
55 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.