GWANC
JANB

Guardian Wealth Advisors (North Carolina)’s Aptus January Buffer ETF JANB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q1 		$3.03M Buy
120,537
+39,441
+49% +$1.01M 0.19% 74
2025
Q4 		$2.08M Buy
+81,096
New +$2.05M 0.13% 103

Other funds holding JANB

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s JANB Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Aptus January Buffer ETF (JANB) stake by 49% in Q1 2026, buying an estimated $1.01M and bringing the position to 120,537 shares worth $3.03M. The position accounts for 0.19% of the portfolio, ranked #74.

Guardian Wealth Advisors (North Carolina) first reported a position in JANB in Q4 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold JANB as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 120,537 shares of Aptus January Buffer ETF worth $3.03M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 39,441 Aptus January Buffer ETF shares in Q1 2026, an estimated $1.01M.
  • Aptus January Buffer ETF made up 0.19% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #74 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Aptus January Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Aptus January Buffer ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.