KFG Wealth Management’s Aptus July Buffer ETF JULB Stock Holding History

KFG Wealth Management’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 Q3	$22.2M	Buy	789,838 +28,942	+4%	+$808K	2.41%	8
2026 Q2	$21M	Buy	760,896 +5,738	+0.8%	+$153K	2.37%	9
2026 Q1	$19M	Buy	755,158 +115,566	+18%	+$2.96M	2.45%	8
2025 Q4	$16.4M	Buy	+639,592	New	+$16.2M	2.19%	11

Other funds holding JULB

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Bright Futures Wealth Management Webster, Ny 14580, New York $145M AUM 22.87% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Cornerstone Wealth Group Huntersville, North Carolina $1.77B AUM 21.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

KFG Wealth Management's JULB Position: Q3 2026 in Review

KFG Wealth Management increased its Aptus July Buffer ETF (JULB) stake by 3.8% in Q3 2026, buying an estimated $808K and bringing the position to 789,838 shares worth $22.2M. The position accounts for 2.41% of the portfolio, ranked #8.

KFG Wealth Management first reported a position in JULB in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold JULB as of Q3 2026.

KFG Wealth Management held 789,838 shares of Aptus July Buffer ETF worth $22.2M as of Q3 2026.
KFG Wealth Management bought 28,942 Aptus July Buffer ETF shares in Q3 2026, an estimated $808K.
Aptus July Buffer ETF made up 2.41% of KFG Wealth Management's portfolio in Q3 2026, its #8 holding.
KFG Wealth Management first reported a position in Aptus July Buffer ETF in Q4 2025 and has held it in 4 quarters since.
12 funds tracked by Wall St. Rank held Aptus July Buffer ETF as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.