Aptus Capital Advisors, LLC JUCY — ETF SER SOLUTIONS

Ownership history in Aptus Capital Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Aptus Capital Advisors, LLC reported ETF SER SOLUTIONS (JUCY) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.26% in 2024 Q1. The latest visible filing shows JUCY at 0.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JUCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aptus Capital Advisors, LLC's position in ETF SER SOLUTIONS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JUCY was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.26% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JUCY stock page Aptus Capital Advisors, LLC fund profile Aptus Capital Advisors, LLC full holdings
How Aptus Capital Advisors, LLC held JUCY — position size vs. price
% of Fund (quarterly)    JUCY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 4,570,331 +226,697 +5.2% 0.79% $101.2M 2026-05-11 $22.18
2025 Q4 ADDED — — — 4,343,634 +305,714 +7.6% 0.69% $96.4M 2026-02-13 $21.77
2025 Q3 REDUCED 33.1% +1.6% ❌ 4,037,920 -2,000,121 -33.1% 0.65% $90.0M 2025-11-12 $21.42
2025 Q2 REDUCED 8.1% +2.2% ❌ 6,038,041 -531,630 -8.1% 1.09% $134.2M 2025-08-11 $20.98
2025 Q1 ADDED — — — 6,569,671 +845,869 +14.8% 1.54% $150.0M 2025-05-13 $20.59
2024 Q4 ADDED — — — 5,723,802 +123,617 +2.2% 1.36% $130.3M 2025-02-14 $20.68
2024 Q3 ADDED — — — 5,600,185 +362,107 +6.9% 1.94% $130.0M 2024-11-05 $20.43
2024 Q2 ADDED — — — 5,238,078 +41,927 +0.8% 2.13% $121.2M 2024-07-31 $20.17
2024 Q1 INITIATED — — — 5,196,151 — — 2.26% $121.5M 2024-05-15 $19.86

🏢 Other funds also holding JUCY

As of 2026 Q1 — sorted by position size

Second Line Capital, LLC 3.77% 6th Street Advisors, LLC 3.71% Lord & Richards Wealth Management, LLC 2.34% Sunburst Financial Group, LLC 3Y 2.23% Cushing Capital Partners, LLC 2.04% Financial Guidance Group, Inc. 3Y 1.52% SevenBridge Financial Group, LLC 3Y 7Y 1.32% Signal Advisors Wealth, LLC 1.15% John W. Brooker & Co., CPAs 3Y 1.09% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 1.09%

FAQ About Aptus Capital Advisors, LLC and JUCY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aptus Capital Advisors, LLC reported owning JUCY?

Aptus Capital Advisors, LLC reported JUCY across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported JUCY position in Aptus Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for JUCY was 2.26% in 2024 Q1.

What is the latest reported JUCY position on this page?

The most recent filing on this page is 2026 Q1, when Aptus Capital Advisors, LLC reported 4,570,331 shares, equal to 0.79% of portfolio, with an estimated market value of $101.2M.

What does the chart on this JUCY ownership page compare?

The chart compares Aptus Capital Advisors, LLC's quarterly JUCY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aptus Capital Advisors, LLC time their JUCY position?

Based on 13F filing dates vs. subsequent JUCY price moves, Aptus Capital Advisors, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on JUCY relative to SPY over the holding period was -11.7%.

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