KA
JULB

Kovack Advisors’s Aptus July Buffer ETF JULB Stock Holding History

Kovack Advisors’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 		$421K Buy
16,788
+6,922
+70% +$177K 0.02% 646
2025
Q4 		$253K Buy
+9,866
New +$250K 0.01% 832

Other funds holding JULB

KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
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
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

Kovack Advisors's JULB Position: Q1 2026 in Review

Kovack Advisors increased its Aptus July Buffer ETF (JULB) stake by 70% in Q1 2026, buying an estimated $177K and bringing the position to 16,788 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #646.

Kovack Advisors 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.

  • Kovack Advisors held 16,788 shares of Aptus July Buffer ETF worth $421K as of Q1 2026.
  • Kovack Advisors bought 6,922 Aptus July Buffer ETF shares in Q1 2026, an estimated $177K.
  • Aptus July Buffer ETF made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #646 holding.
  • Kovack Advisors 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 Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.