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 Q3	$3.75M	Buy	173,629 +20,756	+14%	+$456K	0.36%	67
2026 Q2	$3.36M	Buy	152,873 +1,910	+1%	+$42.3K	0.35%	72
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

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

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

Second Line Capital Metairie, Louisiana $574M AUM 8.36% 1-Year Est. Return

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

Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return

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

SevenBridge Financial Group Harrisburg, Pennsylvania $674M AUM 24.3% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

United Advisor Group's JUCY Position: Q3 2026 in Review

United Advisor Group increased its Aptus Enhanced Yield ETF (JUCY) stake by 14% in Q3 2026, buying an estimated $456K and bringing the position to 173,629 shares worth $3.75M. The position accounts for 0.36% of the portfolio, ranked #67.

United Advisor Group first reported a position in JUCY in Q4 2023 and has held it in 12 quarters since. 35 funds tracked by Wall St. Rank hold JUCY as of Q3 2026.

United Advisor Group held 173,629 shares of Aptus Enhanced Yield ETF worth $3.75M as of Q3 2026.
United Advisor Group bought 20,756 Aptus Enhanced Yield ETF shares in Q3 2026, an estimated $456K.
Aptus Enhanced Yield ETF made up 0.36% of United Advisor Group's portfolio in Q3 2026, its #67 holding.
United Advisor Group first reported a position in Aptus Enhanced Yield ETF in Q4 2023 and has held it in 12 quarters since.
35 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.