Cornerstone Wealth Group
JANB icon

Cornerstone Wealth Group’s Aptus January Buffer ETF JANB Stock Holding History

Cornerstone Wealth Group’s Portfolio JANB Stock Details JANB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$657K Sell
24,127
-6,354
-21% -$170K 0.04% 209
2026
Q1 		$802K Buy
+30,481
New +$782K 0.05% 182

Other funds holding JANB

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Long Island Wealth Management
Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return
Uniting Wealth Partners
Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Websterrogers Financial Advisors
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Cornerstone Wealth Group's JANB Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Aptus January Buffer ETF (JANB) stake by 21% in Q2 2026, selling an estimated $170K and leaving 24,127 shares worth $657K. The position accounts for 0.04% of the portfolio, ranked #209.

Cornerstone Wealth Group first reported a position in JANB in Q1 2026 and has held it in 2 quarters since. The position peaked at $802K in Q1 2026. 19 funds tracked by Wall St. Rank hold JANB as of Q2 2026.

  • Cornerstone Wealth Group held 24,127 shares of Aptus January Buffer ETF worth $657K as of Q2 2026.
  • Cornerstone Wealth Group sold 6,354 Aptus January Buffer ETF shares in Q2 2026, an estimated $170K.
  • Aptus January Buffer ETF made up 0.04% of Cornerstone Wealth Group's portfolio in Q2 2026, its #209 holding.
  • Cornerstone Wealth Group first reported a position in Aptus January Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Wealth Group's Aptus January Buffer ETF position peaked at $802K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Aptus January Buffer ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.