Aptus Enhanced Yield ETFJUCYETF
13F holders, Q4 2024 (December 31)49holders +3
6new positions
6sold out
$22.77avg. 13F price*
At the end of Q4 2024, 49 institutions reported holding Aptus Enhanced Yield ETF (JUCY) in their 13F filings, up 3 from Q3 2024. 6 opened new positions and 6 sold out. The largest holders were Aptus Capital Advisors, LLC ($130.3M), Guardian Wealth Advisors, LLC / NC ($54.1M) and Sugarloaf Wealth Management, LLC ($30.3M).
- Company
- Aptus Enhanced Yield ETF
- Filed as
- ETF SER SOLUTIONS (Q4 2024)
- CUSIP
- 26922B642
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $6.5M |
| Exits | 6 | $21.0M |
All 13F filers, Q3 2024 → Q4 2024: 975,770 shares bought and 2,400,359 shares sold, net −1,424,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Aptus Capital Advisors, LLC | 1.55% | Add +2.2% | 5,723,802 | $130.3M |
| Guardian Wealth Advisors, LLC / NC | 4.32% | Add +3.0% | 2,375,997 | $54.1M |
| Sugarloaf Wealth Management, LLC | 5.74% | Reduce -2.4% | 1,330,056 | $30.3M |
| Integrated Wealth Concepts LLC | 0.33% | Reduce -13.3% | 1,254,878 | $28.6M |
| Talon Private Wealth, LLC | 5.08% | Reduce -26.5% | 1,067,540 | $24.3M |
| Brookstone Capital Management | 0.30% | Reduce -28.4% | 906,456 | $20.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.4% | 767,934 | $17.5M |
| Second Line Capital, LLC | 4.54% | Add +3.8% | 739,929 | $16.8M |
| ORG Partners LLC | 1.67% | Add +5.7% | 529,717 | $12.1M |
| Sunburst Financial Group, LLC | 2.87% | Reduce -10.7% | 509,248 | $11.6M |
| Intrepid Capital Management Inc. | 4.05% | Reduce -8.9% | 282,381 | $6.4M |
| Signal Advisors Wealth, LLC | 0.72% | Add +69.4% | 278,285 | $6.3M |
| Park Place Capital Corp | 1.33% | Add +39.0% | 208,210 | $4.7M |
| Cushing Capital Partners, LLC | 4.53% | — | 206,574 | $4.7M |
| Waterloo Capital, L.P. | 0.48% | Reduce -11.3% | 200,591 | $4.6M |
| Silver Oak Securities, Incorporated | 0.40% | Add +3.6% | 190,522 | $4.3M |
| JT Stratford LLC | 0.65% | Add +59.0% | 173,732 | $4.0M |
| Jane Street Group, LLC | 0.01% | New | 160,197 | $3.6M |
| First Heartland Consultants, Inc. | 0.36% | Reduce -64.9% | 156,030 | $3.6M |
| One Plus One Wealth Management, LLC | 1.70% | Add +9.5% | 126,785 | $2.9M |
| Maripau Wealth Management LLC | 1.68% | Add +26.3% | 124,729 | $2.8M |
| United Advisor Group, LLC | 0.56% | Reduce -15.8% | 124,455 | $2.8M |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 106,512 | $2.4M |
| Advisory Services Network, LLC | 0.04% | Add +25.2% | 98,268 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -7.5% | 88,458 | $2.0M |
| Second Half Financial Partners, LLC | 0.96% | Add +2.4% | 86,450 | $2.0M |
| MBE Wealth Management, LLC | 0.95% | Add +6.1% | 73,974 | $1.7M |
| SevenBridge Financial Group, LLC | 0.30% | New | 68,977 | $1.6M |
| True Vision MN LLC | 0.73% | Add +6.2% | 53,983 | $1.2M |
| TrueWealth Advisors, LLC | 0.40% | Reduce -27.6% | 52,734 | $1.2M |
| Financial Guidance Group, Inc. | 0.58% | Add +21.1% | 46,145 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +7.7% | 41,530 | $946K |
| Lord & Richards Wealth Management, LLC | 1.98% | — | 41,287 | $940K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.8% | 40,899 | $931K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -2.8% | 40,899 | $931K |
| Renasant Bank | 0.56% | Add +150.2% | 37,740 | $859K |
| MAI Capital Management | 0.01% | New | 30,915 | $704K |
| Osaic Holdings, Inc. | 0.00% | Add +29.0% | 29,696 | $676K |
| Atria Investments, Inc | 0.01% | Reduce -66.1% | 28,873 | $657K |
| Magnolia Private Wealth, LLC | 0.49% | — | 24,351 | $554K |
| Retirement Planning Group, LLC | 0.02% | New | 15,804 | $360K |
| Virtue Capital Management, LLC | 0.04% | Reduce -17.5% | 9,793 | $223K |
| Old Mission Capital LLC | 0.00% | New | 8,906 | $203K |
| Parallel Advisors, LLC | 0.00% | Add +18.2% | 7,164 | $163K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -7.0% | 4,130 | $94K |
| Morgan Stanley | 0.00% | Reduce -81.5% | 1,971 | $45K |
| Private Trust Co. NA | 0.00% | Reduce -46.9% | 1,700 | $39K |
| UBS Group AG | 0.00% | Add +469.6% | 1,464 | $33K |
| Assetmark, Inc. | 0.00% | New | 274 | $6K |
"% of holder's portfolio" is JUCY's weight in each manager's 13F, not the share of Aptus Enhanced Yield ETF the manager owns.