BBPWM
APRB

Blue Bell Private Wealth Management’s Aptus April Buffer ETF APRB Stock Holding History

Blue Bell Private Wealth Management’s Portfolio APRB Stock Details APRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.38K Hold
200
– – ﹤0.01% 619
2026
Q1 		$5.05K Buy
+200
New +$5.13K ﹤0.01% 615

Other funds holding APRB

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blue Bell Private Wealth Management's APRB Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Aptus April Buffer ETF (APRB) position steady in Q2 2026 at 200 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Blue Bell Private Wealth Management first reported a position in APRB in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold APRB as of Q2 2026.

  • Blue Bell Private Wealth Management held 200 shares of Aptus April Buffer ETF worth $5.38K as of Q2 2026.
  • Blue Bell Private Wealth Management left its Aptus April Buffer ETF share count unchanged in Q2 2026.
  • Aptus April Buffer ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #619 holding.
  • Blue Bell Private Wealth Management first reported a position in Aptus April Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Aptus April Buffer ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.