Long Island Wealth Management’s Aptus January Buffer ETF JANB Stock Holding History

Long Island Wealth Management’s Portfolio JANB Stock Details JANB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.7M	Buy	+505,604	New	+$13M	5.89%	5

Other funds holding JANB

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

Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Long Island Wealth Management's JANB Position: Q1 2026 in Review

Long Island Wealth Management opened a new position in Aptus January Buffer ETF (JANB) in Q1 2026: 505,604 shares worth $12.7M. The stake represents 5.89% of the portfolio and ranks #5 among its holdings.

18 funds tracked by Wall St. Rank hold JANB as of Q1 2026.

Long Island Wealth Management held 505,604 shares of Aptus January Buffer ETF worth $12.7M as of Q1 2026.
Aptus January Buffer ETF was a new Long Island Wealth Management position in Q1 2026.
Aptus January Buffer ETF made up 5.89% of Long Island Wealth Management's portfolio in Q1 2026, its #5 holding.
18 funds tracked by Wall St. Rank held Aptus January Buffer ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.