Cornerstone Wealth Group’s Aptus July Buffer ETF JULB Stock Holding History

Cornerstone Wealth Group’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 Q3	$277K	Buy	+9,851	New	+$275K	0.02%	397

Other funds holding JULB

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

Bright Futures Wealth Management Webster, Ny 14580, New York $145M AUM 22.87% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Cornerstone Wealth Group's JULB Position: Q3 2026 in Review

Cornerstone Wealth Group opened a new position in Aptus July Buffer ETF (JULB) in Q3 2026: 9,851 shares worth $277K. The stake represents 0.02% of the portfolio and ranks #397 among its holdings.

9 funds tracked by Wall St. Rank hold JULB as of Q3 2026.

Cornerstone Wealth Group held 9,851 shares of Aptus July Buffer ETF worth $277K as of Q3 2026.
Aptus July Buffer ETF was a new Cornerstone Wealth Group position in Q3 2026.
Aptus July Buffer ETF made up 0.02% of Cornerstone Wealth Group's portfolio in Q3 2026, its #397 holding.
9 funds tracked by Wall St. Rank held Aptus July Buffer ETF as of Q3 2026.

Based on Cornerstone Wealth Group's 13F filing for Q3 2026, filed 2 Nov 2026.