GWANC
JULB

Guardian Wealth Advisors (North Carolina)’s Aptus July Buffer ETF JULB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$3.19M Buy
115,498
+72,196
+167% +$1.93M 0.18% 79
2026
Q1 		$1.09M Hold
43,302
– – 0.07% 150
2025
Q4 		$1.11M Buy
+43,302
New +$1.1M 0.07% 145

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
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
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

Guardian Wealth Advisors (North Carolina)'s JULB Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Aptus July Buffer ETF (JULB) stake by 167% in Q2 2026, buying an estimated $1.93M and bringing the position to 115,498 shares worth $3.19M. The position accounts for 0.18% of the portfolio, ranked #79.

Guardian Wealth Advisors (North Carolina) first reported a position in JULB in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold JULB as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 115,498 shares of Aptus July Buffer ETF worth $3.19M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 72,196 Aptus July Buffer ETF shares in Q2 2026, an estimated $1.93M.
  • Aptus July Buffer ETF made up 0.18% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #79 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Aptus July Buffer ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Aptus July Buffer ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.