True Vision MN’s Aptus Enhanced Yield ETF JUCY Stock Holding History

True Vision MN’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 Q1	–	Sell	-33,538	Closed	-$745K	–	113
2025 Q4	$745K	Buy	33,538 +252	+0.8%	+$5.62K	0.38%	55
2025 Q3	$742K	Buy	33,286 +114	+0.3%	+$2.54K	0.39%	52
2025 Q2	$737K	Sell	33,172 -21,693	-40%	-$488K	0.41%	49
2025 Q1	$1.25M	Buy	54,865 +882	+2%	+$20.2K	0.75%	34
2024 Q4	$1.23M	Buy	53,983 +3,160	+6%	+$72.9K	0.73%	31
2024 Q3	$1.18M	Buy	50,823 +6,458	+15%	+$150K	0.71%	30
2024 Q2	$1.03M	Buy	+44,365	New	+$1.03M	0.67%	32

Other funds holding JUCY

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Talon Private Wealth The Villages, Florida $855M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 1-Year Est. Return

True Vision MN's JUCY Position: Q1 2026 in Review

True Vision MN sold out of Aptus Enhanced Yield ETF (JUCY) in Q1 2026, closing a stake of 33,538 shares — an estimated $745K sold.

True Vision MN first reported a position in JUCY in Q2 2024 and held it in 7 quarters. The position peaked at $1.25M in Q1 2025. 50 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

True Vision MN reported no remaining Aptus Enhanced Yield ETF position as of Q1 2026 after selling out during the quarter.
True Vision MN sold 33,538 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $745K.
True Vision MN first reported a position in Aptus Enhanced Yield ETF in Q2 2024 and held it in 7 quarters.
True Vision MN's Aptus Enhanced Yield ETF position peaked at $1.25M in Q1 2025.
50 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.