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Disclosery

JUCY ETF SER SOLUTIONS

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APTUS ENHANCED (fund)

57 managers (57 13F filers) reported a position in JUCY shares at 2025-03-31, 17,551,103 shares in all. 11 filers opened a position and 5 filers sold out during the quarter.

Managers
57
13F filers
57
New
11
Added
27
Reduced
15
Sold out
5
Shares held by filers
17,551,103

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Aptus Capital Advisors, LLC6,569,671$150M1.7%+845,86913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,516,462$57.5M4.59%+140,46513F-HRTimeline
Integrated Wealth Concepts LLC1,151,592$26.3M0.31%-103,28613F-HRTimeline
Talon Private Wealth, LLC1,011,380$23.1M3.1%-56,16013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC831,289$19M0.01%+63,35513F-HRTimelineGroup
Second Line Capital, LLC770,420$17.6M4.53%+30,49113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management604,474$13.8M0.2%-301,98213F-HRTimelineGroup
Sunburst Financial Group, LLC530,514$12.1M2.97%+21,26613F-HRTimeline
Signal Advisors Wealth, LLC342,000$7.81M0.76%+63,71513F-HRTimeline
Waterloo Capital, L.P.248,453$5.67M0.53%+47,86213F-HRTimeline
Park Place Capital Corp242,306$5.53M1.5%+34,09613F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC218,314$4.98M2.42%-64,06713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED194,060$4.43M0.41%+3,53813F-HR/ATimeline
JT Stratford LLC181,042$4.13M0.73%+7,31013F-HRTimeline
SevenBridge Financial Group, LLC168,914$3.79M0.74%+99,93713F-HRTimeline
MBE Wealth Management, LLC151,128$3.45M1.65%+77,15413F-HRTimeline
First Heartland Consultants, Inc.147,120$3.36M0.35%-8,91013F-HRTimeline
Pandora Wealth, Inc.143,762$3.28M2.16%13F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC135,074$3.08M1.68%+8,28913F-HRTimeline
United Advisor Group, LLC129,364$2.95M0.61%+4,90913F-HRTimeline
Cushing Capital Partners, LLC125,096$2.86M2.57%-81,47813F-HRTimeline
Advisory Services Network, LLC119,440$2.73M0.05%+21,17213F-HRTimeline
LPL Financial LLC96,800$2.21M<0.01%-9,71213F-HRTimeline
Lord & Richards Wealth Management, LLC87,928$2.01M2.28%+46,64113F-HRTimeline
Second Half Financial Partners, LLC85,858$1.96M0.97%-59213F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC80,933$1.85M1.06%-43,79613F-HRTimeline
Advisor Resource Council84,099$1.76M0.14%new13F-HRTimeline
True Vision MN LLC54,865$1.25M0.75%+88213F-HRTimeline
RENASANT BANK53,438$1.22M0.81%+15,69813F-HRTimeline
Financial Guidance Group, Inc.52,004$1.19M0.64%+5,85913F-HRTimeline
Orion Porfolio Solutions, LLC50,363$1.15M0.01%+9,46413F-HRTimeline
Orion Portfolio Solutions, LLC50,363$1.15M0.01%+9,46413F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV41,767$954K<0.01%new13F-HRTimeline
TrueWealth Advisors, LLC41,465$947K0.31%-11,26913F-HRTimeline
Brookwood Investment Group LLC40,350$921K0.16%13F-HRTimeline
Atria Investments, Inc29,878$682K0.01%+1,00513F-HRTimeline
Cyndeo Wealth Partners, LLC26,108$596K0.04%-15,42213F-HRTimeline
MAI Capital Management19,167$438K<0.01%-11,74813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,509$423K<0.01%-141,68813F-HR/ATimelineGroup
Retirement Planning Group, LLC17,274$394K0.02%+1,47013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,695$313K<0.01%new13F-HR/ATimelineGroup
BOKF, NAin group BOKF, NA13,231$302K0.01%new13F-HRTimelineGroup
Virtue Capital Management, LLC11,038$252K0.03%+1,24513F-HRTimeline
Cetera Investment Advisers10,440$238K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC10,245$234K<0.01%+1,33913F-HRTimeline
Belpointe Asset Management LLC10,102$231K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC10,102$231K0.05%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,972$45K<0.01%+113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,778$40.6K<0.01%+31413F-HRTimelineGroup
PRIVATE TRUST CO NA1,700$38.8K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,115$25.5K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.920$21K<0.01%-28,77613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.805$18.4K<0.01%new13F-HRTimeline
Parallel Advisors, LLC678$15.5K<0.01%-6,48613F-HRTimeline
NewEdge Advisors, LLC219$5K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners19$434<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.