TrueWealth Advisors’s Aptus Enhanced Yield ETF JUCY Stock Holding History

TrueWealth Advisors’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	$488K	Buy	22,210 +952	+4%	+$21.1K	0.11%	147
2026 Q1	$471K	Buy	21,258 +104	+0.5%	+$2.31K	0.12%	146
2025 Q4	$470K	Sell	21,154 -7,734	-27%	-$172K	0.12%	140
2025 Q3	$644K	Sell	28,888 -6,717	-19%	-$150K	0.17%	114
2025 Q2	$792K	Sell	35,605 -5,860	-14%	-$132K	0.23%	78
2025 Q1	$947K	Sell	41,465 -11,269	-21%	-$258K	0.31%	63
2024 Q4	$1.2M	Sell	52,734 -20,059	-28%	-$463K	0.4%	59
2024 Q3	$1.69M	Sell	72,793 -28,024	-28%	-$653K	0.56%	37
2024 Q2	$2.33M	Sell	100,817 -53,851	-35%	-$1.25M	0.86%	26
2024 Q1	$3.62M	Sell	154,668 -134,151	-46%	-$3.16M	1.4%	14
2023 Q4	$6.83M	Sell	288,819 -68,098	-19%	-$1.64M	2.65%	9
2023 Q3	$8.64M	Sell	356,917 -202,184	-36%	-$4.93M	3.65%	7
2023 Q2	$13.6M	Sell	559,101 -87	-0%	-$2.16K	5.59%	2
2023 Q1	$13.9M	Buy	+559,188	New	+$14M	5.85%	2

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

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

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

TrueWealth Advisors's JUCY Position: Q2 2026 in Review

TrueWealth Advisors increased its Aptus Enhanced Yield ETF (JUCY) stake by 4.5% in Q2 2026, buying an estimated $21.1K and bringing the position to 22,210 shares worth $488K. The position accounts for 0.11% of the portfolio, ranked #147.

TrueWealth Advisors first reported a position in JUCY in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.9M in Q1 2023. 9 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

TrueWealth Advisors held 22,210 shares of Aptus Enhanced Yield ETF worth $488K as of Q2 2026.
TrueWealth Advisors bought 952 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $21.1K.
Aptus Enhanced Yield ETF made up 0.11% of TrueWealth Advisors's portfolio in Q2 2026, its #147 holding.
TrueWealth Advisors first reported a position in Aptus Enhanced Yield ETF in Q1 2023 and has held it in 14 quarters since.
TrueWealth Advisors's Aptus Enhanced Yield ETF position peaked at $13.9M in Q1 2023.
9 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.