Integrated Wealth Concepts
JANB icon

Integrated Wealth Concepts’s Aptus January Buffer ETF JANB Stock Holding History

Integrated Wealth Concepts’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
Q2 		$6.32M Sell
232,025
-8,200
-3% -$219K 0.04% 406
2026
Q1 		$6.03M Buy
+240,225
New +$6.17M 0.05% 367

Other funds holding JANB

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return
Aptus Capital Advisors
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Integrated Wealth Concepts's JANB Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Aptus January Buffer ETF (JANB) stake by 3.4% in Q2 2026, selling an estimated $219K and leaving 232,025 shares worth $6.32M. The position accounts for 0.04% of the portfolio, ranked #406.

Integrated Wealth Concepts first reported a position in JANB in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold JANB as of Q2 2026.

  • Integrated Wealth Concepts held 232,025 shares of Aptus January Buffer ETF worth $6.32M as of Q2 2026.
  • Integrated Wealth Concepts sold 8,200 Aptus January Buffer ETF shares in Q2 2026, an estimated $219K.
  • Aptus January Buffer ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #406 holding.
  • Integrated Wealth Concepts first reported a position in Aptus January Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Aptus January Buffer ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.