VCM
JUCY icon

Virtue Capital Management’s Aptus Enhanced Yield ETF JUCY Stock Holding History

Virtue Capital Management’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
-10,298
Closed -$229K – 346
2025
Q4 		$229K Buy
10,298
+8,855
+614% +$197K 0.04% 277
2025
Q3 		$231K Sell
1,443
-10,001
-87% -$223K 0.04% 275
2025
Q2 		$254K Buy
11,444
+406
+4% +$9.14K 0.05% 223
2025
Q1 		$252K Buy
11,038
+1,245
+13% +$28.5K 0.03% 400
2024
Q4 		$223K Sell
9,793
-2,074
-17% -$47.8K 0.04% 228
2024
Q3 		$275K Sell
11,867
-11
-0.1% -$256 0.06% 211
2024
Q2 		$276K Buy
11,878
+3,184
+37% +$74.1K 0.05% 299
2024
Q1 		$203K Sell
8,694
-1,438
-14% -$33.9K 0.04% 368
2023
Q4 		$240K Sell
10,132
-15,029
-60% -$362K 0.05% 323
2023
Q3 		$615K Hold
25,161
– – 0.1% 188
2023
Q2 		$615K Buy
25,161
+3,524
+16% +$87.4K 0.1% 188
2023
Q1 		$537K Buy
21,637
+3,061
+16% +$76.7K 0.09% 209
2022
Q4 		$466K Buy
+18,576
New +$466K 0.07% 217

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