KWM
JANB

KFG Wealth Management’s Aptus January Buffer ETF JANB Stock Holding History

KFG Wealth Management’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 		$18.7M Buy
686,892
+16,203
+2% +$432K 2.11% 10
2026
Q1 		$16.8M Buy
670,689
+237,851
+55% +$6.11M 2.18% 9
2025
Q4 		$11.1M Buy
+432,838
New +$11M 1.48% 15

Other funds holding JANB

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
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

KFG Wealth Management's JANB Position: Q2 2026 in Review

KFG Wealth Management increased its Aptus January Buffer ETF (JANB) stake by 2.4% in Q2 2026, buying an estimated $432K and bringing the position to 686,892 shares worth $18.7M. The position accounts for 2.11% of the portfolio, ranked #10.

KFG Wealth Management first reported a position in JANB in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold JANB as of Q2 2026.

  • KFG Wealth Management held 686,892 shares of Aptus January Buffer ETF worth $18.7M as of Q2 2026.
  • KFG Wealth Management bought 16,203 Aptus January Buffer ETF shares in Q2 2026, an estimated $432K.
  • Aptus January Buffer ETF made up 2.11% of KFG Wealth Management's portfolio in Q2 2026, its #10 holding.
  • KFG Wealth Management first reported a position in Aptus January Buffer ETF in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Aptus January Buffer ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.