Mattson Financial Services’s Aptus January Buffer ETF JANB Stock Holding History

Mattson Financial Services’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	$219K	Buy	+7,987	New	+$213K	0.05%	225

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

LIWM

Long Island Wealth Management Melville, New York $242M AUM 17.72% 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

Mattson Financial Services's JANB Position: Q2 2026 in Review

Mattson Financial Services opened a new position in Aptus January Buffer ETF (JANB) in Q2 2026: 7,987 shares worth $219K. The stake represents 0.05% of the portfolio and ranks #225 among its holdings.

19 funds tracked by Wall St. Rank hold JANB as of Q2 2026.

Mattson Financial Services held 7,987 shares of Aptus January Buffer ETF worth $219K as of Q2 2026.
Aptus January Buffer ETF was a new Mattson Financial Services position in Q2 2026.
Aptus January Buffer ETF made up 0.05% of Mattson Financial Services's portfolio in Q2 2026, its #225 holding.
19 funds tracked by Wall St. Rank held Aptus January Buffer ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.