Aptus July Buffer ETFJULBETF
13F holders, Q2 2026 (June 30)8holders
2new positions
2sold out
$27.58avg. 13F price*
At the end of Q2 2026, 8 institutions reported holding Aptus July Buffer ETF (JULB) in their 13F filings, unchanged from Q1 2026. 2 opened new positions and 2 sold out. The largest holders were KFG Wealth Management, LLC ($21.0M), Uniting Wealth Partners, LLC ($11.6M) and Aptus Capital Advisors, LLC ($4.8M).
- Company
- Aptus July Buffer ETF
- Filed as
- ETF SER SOLUTIONS (Q2 2026)
- CUSIP
- 268961869
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.5M |
| Exits | 2 | $1.2M |
All 13F filers, Q1 2026 → Q2 2026: 295,939 shares bought and 128,486 shares sold, net +167,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| KFG Wealth Management, LLC | 2.37% | Add +0.8% | 760,896 | $21.0M |
| Uniting Wealth Partners, LLC | 2.35% | Reduce -16.3% | 419,949 | $11.6M |
| Aptus Capital Advisors, LLC | 0.04% | Add +284.0% | 174,545 | $4.8M |
| Guardian Wealth Advisors, LLC / NC | 0.18% | Add +166.7% | 115,498 | $3.2M |
| Bright Futures Wealth Management, LLC. | 1.05% | New | 58,752 | $1.6M |
| 6th Street Advisors, LLC | 0.48% | New | 30,166 | $832K |
| Cyndeo Wealth Partners, LLC | 0.01% | No change | 10,000 | $276K |
| UBS Group AG | 0.00% | Reduce -29.4% | 1,093 | $30K |
"% of holder's portfolio" is JULB's weight in each manager's 13F, not the share of Aptus July Buffer ETF the manager owns.