BFWM
JULB

Bright Futures Wealth Management’s Aptus July Buffer ETF JULB Stock Holding History

Bright Futures Wealth Management’s Portfolio JULB Stock Details JULB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.62M Buy
+58,752
New +$1.57M 1.05% 22

Other funds holding JULB

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 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
6SA
6th Street Advisors Daphne, Alabama $174M AUM
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bright Futures Wealth Management's JULB Position: Q2 2026 in Review

Bright Futures Wealth Management opened a new position in Aptus July Buffer ETF (JULB) in Q2 2026: 58,752 shares worth $1.62M. The stake represents 1.05% of the portfolio and ranks #22 among its holdings.

8 funds tracked by Wall St. Rank hold JULB as of Q2 2026.

  • Bright Futures Wealth Management held 58,752 shares of Aptus July Buffer ETF worth $1.62M as of Q2 2026.
  • Aptus July Buffer ETF was a new Bright Futures Wealth Management position in Q2 2026.
  • Aptus July Buffer ETF made up 1.05% of Bright Futures Wealth Management's portfolio in Q2 2026, its #22 holding.
  • 8 funds tracked by Wall St. Rank held Aptus July Buffer ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.