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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return