KWM
JULB

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
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

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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 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

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

KFG Wealth Management increased its Aptus July Buffer ETF (JULB) stake by 0.76% in Q2 2026, buying an estimated $153K and bringing the position to 760,896 shares worth $21M. The position accounts for 2.37% of the portfolio, ranked #9.

KFG Wealth Management 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.

  • KFG Wealth Management held 760,896 shares of Aptus July Buffer ETF worth $21M as of Q2 2026.
  • KFG Wealth Management bought 5,738 Aptus July Buffer ETF shares in Q2 2026, an estimated $153K.
  • Aptus July Buffer ETF made up 2.37% of KFG Wealth Management's portfolio in Q2 2026, its #9 holding.
  • KFG Wealth Management 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 KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.