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Toth Financial Advisory’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Toth Financial Advisory’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 		– Sell
-669
Closed -$14.8K – 945
2026
Q1 		$14.8K Sell
669
-2,910
-81% -$64.6K ﹤0.01% 512
2025
Q4 		$79.5K Buy
+3,579
New +$79.8K 0.01% 291

Other funds holding JUCY

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Toth Financial Advisory's JUCY Position: Q2 2026 in Review

Toth Financial Advisory sold out of Aptus Enhanced Yield ETF (JUCY) in Q2 2026, closing a stake of 669 shares — an estimated $14.8K sold.

Toth Financial Advisory first reported a position in JUCY in Q4 2025 and held it in 2 quarters. The position peaked at $79.5K in Q4 2025. 9 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

  • Toth Financial Advisory reported no remaining Aptus Enhanced Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 669 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $14.8K.
  • Toth Financial Advisory first reported a position in Aptus Enhanced Yield ETF in Q4 2025 and held it in 2 quarters.
  • Toth Financial Advisory's Aptus Enhanced Yield ETF position peaked at $79.5K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.