Blue Bell Private Wealth Management’s Aptus January Buffer ETF JANB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$518K Sell
19,007
-53
-0.3% -$1.42K 0.06% 180
2026
Q1
$478K Sell
19,060
-124
-0.6% -$3.18K 0.07% 170
2025
Q4
$492K Buy
+19,184
New +$485K 0.07% 159

Other funds holding JANB

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

Blue Bell Private Wealth Management reduced its Aptus January Buffer ETF (JANB) stake by 0.28% in Q2 2026, selling an estimated $1.42K and leaving 19,007 shares worth $518K. The position accounts for 0.06% of the portfolio, ranked #180.

Blue Bell Private Wealth Management first reported a position in JANB in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold JANB as of Q2 2026.

  • Blue Bell Private Wealth Management held 19,007 shares of Aptus January Buffer ETF worth $518K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 53 Aptus January Buffer ETF shares in Q2 2026, an estimated $1.42K.
  • Aptus January Buffer ETF made up 0.06% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Blue Bell Private Wealth Management first reported a position in Aptus January Buffer ETF in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Aptus January Buffer ETF as of Q2 2026.

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