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
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 $470M AUM 30.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) held its Aptus July Buffer ETF (JULB) position steady in Q1 2026 at 43,302 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #150.

Guardian Wealth Advisors (North Carolina) first reported a position in JULB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.11M in Q4 2025. 8 funds tracked by Wall St. Rank hold JULB as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 43,302 shares of Aptus July Buffer ETF worth $1.09M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) left its Aptus July Buffer ETF share count unchanged in Q1 2026.
  • Aptus July Buffer ETF made up 0.07% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #150 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Aptus July Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Aptus July Buffer ETF position peaked at $1.11M in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Aptus July Buffer ETF as of Q1 2026.

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