United Advisor Group’s Aptus Enhanced Yield ETF JUCY Stock Holding History

United Advisor 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	$3.34M	Buy	150,963 +16,992	+13%	+$377K	0.41%	59
2025 Q4	$2.97M	Buy	133,971 +2,847	+2%	+$63.5K	0.37%	67
2025 Q3	$2.92M	Buy	131,124 +1,656	+1%	+$36.9K	0.39%	68
2025 Q2	$2.88M	Buy	129,468 +104	+0.1%	+$2.34K	0.5%	56
2025 Q1	$2.95M	Buy	129,364 +4,909	+4%	+$112K	0.61%	43
2024 Q4	$2.83M	Sell	124,455 -23,338	-16%	-$538K	0.56%	46
2024 Q3	$3.43M	Sell	147,793 -1,506	-1%	-$35.1K	0.78%	28
2024 Q2	$3.45M	Buy	149,299 +19,536	+15%	+$455K	1.07%	20
2024 Q1	$3.03M	Buy	129,763 +70,162	+118%	+$1.66M	1.14%	21
2023 Q4	$1.41M	Buy	+59,601	New	+$1.43M	1.7%	13

Other funds holding JUCY

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SLC

Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $753M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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 $1.59B AUM 15.17% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

SFG

SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

United Advisor Group's JUCY Position: Q1 2026 in Review

United Advisor Group increased its Aptus Enhanced Yield ETF (JUCY) stake by 13% in Q1 2026, buying an estimated $377K and bringing the position to 150,963 shares worth $3.34M. The position accounts for 0.41% of the portfolio, ranked #59.

United Advisor Group first reported a position in JUCY in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.45M in Q2 2024. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

United Advisor Group held 150,963 shares of Aptus Enhanced Yield ETF worth $3.34M as of Q1 2026.
United Advisor Group bought 16,992 Aptus Enhanced Yield ETF shares in Q1 2026, an estimated $377K.
Aptus Enhanced Yield ETF made up 0.41% of United Advisor Group's portfolio in Q1 2026, its #59 holding.
United Advisor Group first reported a position in Aptus Enhanced Yield ETF in Q4 2023 and has held it in 10 quarters since.
United Advisor Group's Aptus Enhanced Yield ETF position peaked at $3.45M in Q2 2024.
49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.