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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
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 $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
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

Uniting Wealth Partners's JUCY Position: Q1 2026 in Review

Uniting Wealth Partners opened a new position in Aptus Enhanced Yield ETF (JUCY) in Q1 2026: 189,543 shares worth $4.23M. The stake represents 0.9% of the portfolio and ranks #32 among its holdings. This is a return to the name: Uniting Wealth Partners previously reported a position in JUCY as recently as Q3 2025.

Uniting Wealth Partners first reported a position in JUCY in Q2 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold JUCY as of Q1 2026.

  • Uniting Wealth Partners held 189,543 shares of Aptus Enhanced Yield ETF worth $4.23M as of Q1 2026.
  • Aptus Enhanced Yield ETF was a new Uniting Wealth Partners position in Q1 2026.
  • Aptus Enhanced Yield ETF made up 0.9% of Uniting Wealth Partners's portfolio in Q1 2026, its #32 holding.
  • Uniting Wealth Partners first reported a position in Aptus Enhanced Yield ETF in Q2 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.