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
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 $470M AUM 30.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 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 $1.87B AUM 29.51% 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

KFG Wealth Management's JULB Position: Q1 2026 in Review

KFG Wealth Management increased its Aptus July Buffer ETF (JULB) stake by 18% in Q1 2026, buying an estimated $2.96M and bringing the position to 755,158 shares worth $19M. The position accounts for 2.45% of the portfolio, ranked #8.

KFG Wealth Management first reported a position in JULB in Q4 2025 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold JULB as of Q1 2026.

  • KFG Wealth Management held 755,158 shares of Aptus July Buffer ETF worth $19M as of Q1 2026.
  • KFG Wealth Management bought 115,566 Aptus July Buffer ETF shares in Q1 2026, an estimated $2.96M.
  • Aptus July Buffer ETF made up 2.45% of KFG Wealth Management's portfolio in Q1 2026, its #8 holding.
  • KFG Wealth Management first reported a position in Aptus July Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Aptus July Buffer ETF as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.