UBS Group
JULB

UBS Group’s Aptus July Buffer ETF JULB Stock Holding History

UBS Group’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 		$38.9K Buy
1,549
+763
+97% +$19.6K ﹤0.01% 7532
2025
Q4 		$20.1K Buy
+786
New +$19.9K ﹤0.01% 7770

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
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

UBS Group's JULB Position: Q1 2026 in Review

UBS Group increased its Aptus July Buffer ETF (JULB) stake by 97% in Q1 2026, buying an estimated $19.6K and bringing the position to 1,549 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #7532.

UBS Group 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.

  • UBS Group held 1,549 shares of Aptus July Buffer ETF worth $38.9K as of Q1 2026.
  • UBS Group bought 763 Aptus July Buffer ETF shares in Q1 2026, an estimated $19.6K.
  • Aptus July Buffer ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7532 holding.
  • UBS Group 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 UBS Group's 13F filing for Q1 2026, filed 5 May 2026.