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Position history for IWIntegrated Wealth Concepts LLC's holdings in APTUS ENHANCED YIELD ETF

Integrated Wealth Concepts LLC holds 1M shares of JUCY (APTUS ENHANCED YIELD ETF), worth $22.6M as of 2026-Q2. The position was increased (+37.8% shares). JUCY represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$22.6M

Current Shares

1M

Total Value Change

-$11M

Total Shares Change

-419,524

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1M
+37.8%
$22.6M0.1%$21.83
45
2026-Q1
Increased
745,196
+67.0%
$16.5M0.1%$21.56
50
2025-Q4
Decreased
446,097
-35.9%
$9.9M0.1%$21.18
0
2025-Q3
Decreased
695,943
-0.7%
$15.5M0.1%$20.84
0
2025-Q2
Decreased
700,966
-39.1%
$15.6M0.2%$20.37
0
2025-Q1
Decreased
1.2M
-8.2%
$26.3M0.3%$20.42
0
2024-Q4
Decreased
1.3M
-13.3%
$28.6M0.3%$20.08
0
2024-Q3
Increased
1.4M
+11.8%
$33.6M0.4%$20.03
39

Other major holders of JUCY: Aptus Capital Advisors, LLC

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