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 Q2	$13.9M	Buy	510,249 +4,645	+0.9%	+$124K	5.74%	5
2026 Q1	$12.7M	Buy	+505,604	New	+$13M	5.89%	5

Other funds holding JANB

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

KWM

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

UWP

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

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CWG

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Long Island Wealth Management's JANB Position: Q2 2026 in Review

Long Island Wealth Management increased its Aptus January Buffer ETF (JANB) stake by 0.92% in Q2 2026, buying an estimated $124K and bringing the position to 510,249 shares worth $13.9M. The position accounts for 5.74% of the portfolio, ranked #5.

Long Island Wealth Management first reported a position in JANB in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold JANB as of Q2 2026.

Long Island Wealth Management held 510,249 shares of Aptus January Buffer ETF worth $13.9M as of Q2 2026.
Long Island Wealth Management bought 4,645 Aptus January Buffer ETF shares in Q2 2026, an estimated $124K.
Aptus January Buffer ETF made up 5.74% of Long Island Wealth Management's portfolio in Q2 2026, its #5 holding.
Long Island Wealth Management first reported a position in Aptus January Buffer ETF in Q1 2026 and has held it in 2 quarters since.
19 funds tracked by Wall St. Rank held Aptus January Buffer ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.