Aptus July Buffer ETFJULBETF
13F holders, Q1 2026 (March 31)8holders +2
2new positions
0sold out
$25.10avg. 13F price*
At the end of Q1 2026, 8 institutions reported holding Aptus July Buffer ETF (JULB) in their 13F filings, up 2 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were KFG Wealth Management, LLC ($19.0M), Uniting Wealth Partners, LLC ($12.6M) and Aptus Capital Advisors, LLC ($1.1M).
- Company
- Aptus July Buffer ETF
- Filed as
- ETF SER SOLUTIONS (Q1 2026)
- CUSIP
- 268961869
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $12.8M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 634,748 shares bought, net +634,748 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| KFG Wealth Management, LLC | 2.45% | Add +18.1% | 755,158 | $19.0M |
| Uniting Wealth Partners, LLC | 2.68% | New | 501,497 | $12.6M |
| Aptus Capital Advisors, LLC | 0.01% | No change | 45,458 | $1.1M |
| Guardian Wealth Advisors, LLC / NC | 0.07% | No change | 43,302 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | No change | 29,694 | $745K |
| Kovack Advisors, Inc. | 0.02% | Add +70.2% | 16,788 | $421K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 10,000 | $251K |
| UBS Group AG | 0.00% | Add +97.1% | 1,549 | $39K |
"% of holder's portfolio" is JULB's weight in each manager's 13F, not the share of Aptus July Buffer ETF the manager owns.