UBS Group’s Aptus Enhanced Yield ETF JUCY Stock Holding History

UBS 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 Q1	–	Sell	-1,004	Closed	-$22.3K	–	10853
2025 Q4	$22.3K	Buy	+1,004	New	+$22.4K	﹤0.01%	7708
2025 Q3	–	Sell	-3,336	Closed	-$74.2K	–	10621
2025 Q2	$74.2K	Buy	3,336 +1,558	+88%	+$35.1K	﹤0.01%	7468
2025 Q1	$40.6K	Buy	1,778 +314	+21%	+$7.18K	﹤0.01%	7735
2024 Q4	$33.3K	Buy	1,464 +1,207	+470%	+$27.8K	﹤0.01%	7542
2024 Q3	$5.96K	Buy	+257	New	+$5.99K	﹤0.01%	8011
2024 Q2	–	Sell	-193	Closed	-$4.51K	–	9813
2024 Q1	$4.51K	Buy	+193	New	+$4.55K	﹤0.01%	7618

Other funds holding JUCY

ACA

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

SLC

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

TPW

Talon Private Wealth The Villages, Florida $753M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

UBS Group's JUCY Position: Q1 2026 in Review

UBS Group sold out of Aptus Enhanced Yield ETF (JUCY) in Q1 2026, closing a stake of 1,004 shares — an estimated $22.3K sold.

UBS Group first reported a position in JUCY in Q1 2024 and held it in 6 quarters. The position peaked at $74.2K in Q2 2025. 50 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

UBS Group reported no remaining Aptus Enhanced Yield ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 1,004 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $22.3K.
UBS Group first reported a position in Aptus Enhanced Yield ETF in Q1 2024 and held it in 6 quarters.
UBS Group's Aptus Enhanced Yield ETF position peaked at $74.2K in Q2 2025.
50 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.