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Uniting Wealth Partners’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Uniting Wealth Partners’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 		$4.36M Buy
198,153
+8,610
+5% +$191K 0.88% 31
2026
Q1 		$4.23M Buy
+189,543
New +$4.21M 0.9% 32
2025
Q4 		– Sell
-151,344
Closed -$3.37M – 181
2025
Q3 		$3.37M Buy
151,344
+33,029
+28% +$736K 0.8% 29
2025
Q2 		$2.63M Buy
+118,315
New +$2.66M 1.02% 17

Other funds holding JUCY

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
6SA
6th Street Advisors Daphne, Alabama $174M AUM

Uniting Wealth Partners's JUCY Position: Q2 2026 in Review

Uniting Wealth Partners increased its Aptus Enhanced Yield ETF (JUCY) stake by 4.5% in Q2 2026, buying an estimated $191K and bringing the position to 198,153 shares worth $4.36M. The position accounts for 0.88% of the portfolio, ranked #31.

Uniting Wealth Partners first reported a position in JUCY in Q2 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold JUCY as of Q2 2026.

  • Uniting Wealth Partners held 198,153 shares of Aptus Enhanced Yield ETF worth $4.36M as of Q2 2026.
  • Uniting Wealth Partners bought 8,610 Aptus Enhanced Yield ETF shares in Q2 2026, an estimated $191K.
  • Aptus Enhanced Yield ETF made up 0.88% of Uniting Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • Uniting Wealth Partners first reported a position in Aptus Enhanced Yield ETF in Q2 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.