CWP
JULB

Cyndeo Wealth Partners’s Aptus July Buffer ETF JULB Stock Holding History

Cyndeo Wealth Partners’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 		$276K Hold
10,000
– – 0.01% 448
2026
Q1 		$251K Buy
+10,000
New +$256K 0.01% 441

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
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cyndeo Wealth Partners's JULB Position: Q2 2026 in Review

Cyndeo Wealth Partners held its Aptus July Buffer ETF (JULB) position steady in Q2 2026 at 10,000 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #448.

Cyndeo Wealth Partners first reported a position in JULB in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold JULB as of Q2 2026.

  • Cyndeo Wealth Partners held 10,000 shares of Aptus July Buffer ETF worth $276K as of Q2 2026.
  • Cyndeo Wealth Partners left its Aptus July Buffer ETF share count unchanged in Q2 2026.
  • Aptus July Buffer ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #448 holding.
  • Cyndeo Wealth Partners first reported a position in Aptus July Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Aptus July Buffer ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.