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Talon Private Wealth’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Talon Private Wealth’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 		$18.1M Buy
825,265
+16,672
+2% +$369K 2.12% 14
2026
Q1 		$17.9M Buy
+808,593
New +$17.9M 2.38% 12
2025
Q2 		$19.3M Sell
867,184
-144,196
-14% -$3.25M 2.66% 13
2025
Q1 		$23.1M Sell
1,011,380
-56,160
-5% -$1.28M 3.1% 13
2024
Q4 		$24.3M Sell
1,067,540
-384,233
-26% -$8.86M 5.08% 7
2024
Q3 		$33.7M Buy
+1,451,773
New +$33.8M 7.09% 5

Other funds holding JUCY

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM

Talon Private Wealth's JUCY Position: Q2 2026 in Review

Talon Private Wealth increased its Aptus Enhanced Yield ETF (JUCY) stake by 2.1% in Q2 2026, buying an estimated $369K and bringing the position to 825,265 shares worth $18.1M. The position accounts for 2.12% of the portfolio, ranked #14.

Talon Private Wealth first reported a position in JUCY in Q3 2024 and has held it in 6 quarters since. The position peaked at $33.7M in Q3 2024. 56 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

  • Talon Private Wealth held 825,265 shares of Aptus Enhanced Yield ETF worth $18.1M as of Q2 2026.
  • Talon Private Wealth bought 16,672 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $369K.
  • Aptus Enhanced Yield ETF made up 2.12% of Talon Private Wealth's portfolio in Q2 2026, its #14 holding.
  • Talon Private Wealth first reported a position in Aptus Enhanced Yield ETF in Q3 2024 and has held it in 6 quarters since.
  • Talon Private Wealth's Aptus Enhanced Yield ETF position peaked at $33.7M in Q3 2024.
  • 56 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.