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 Q2	–	Sell	-16,788	Closed	-$421K	–	1160
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

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return

6th Street Advisors Daphne, Alabama $174M AUM

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovack Advisors's JULB Position: Q2 2026 in Review

Kovack Advisors sold out of Aptus July Buffer ETF (JULB) in Q2 2026, closing a stake of 16,788 shares — an estimated $421K sold.

Kovack Advisors first reported a position in JULB in Q4 2025 and held it in 2 quarters. The position peaked at $421K in Q1 2026. 8 funds tracked by Wall St. Rank hold JULB as of Q2 2026.

Kovack Advisors reported no remaining Aptus July Buffer ETF position as of Q2 2026 after selling out during the quarter.
Kovack Advisors sold 16,788 Aptus July Buffer ETF shares in Q2 2026, an estimated $421K.
Kovack Advisors first reported a position in Aptus July Buffer ETF in Q4 2025 and held it in 2 quarters.
Kovack Advisors's Aptus July Buffer ETF position peaked at $421K in Q1 2026.
8 funds tracked by Wall St. Rank held Aptus July Buffer ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.