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
Q2 		$30.1K Sell
1,093
-456
-29% -$12.2K ﹤0.01% 7890
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 $886M AUM 15.98% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return
ACA
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
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

UBS Group's JULB Position: Q2 2026 in Review

UBS Group reduced its Aptus July Buffer ETF (JULB) stake by 29% in Q2 2026, selling an estimated $12.2K and leaving 1,093 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #7890.

UBS Group first reported a position in JULB in Q4 2025 and has held it in 3 quarters since. The position peaked at $38.9K in Q1 2026. 8 funds tracked by Wall St. Rank hold JULB as of Q2 2026.

  • UBS Group held 1,093 shares of Aptus July Buffer ETF worth $30.1K as of Q2 2026.
  • UBS Group sold 456 Aptus July Buffer ETF shares in Q2 2026, an estimated $12.2K.
  • Aptus July Buffer ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7890 holding.
  • UBS Group first reported a position in Aptus July Buffer ETF in Q4 2025 and has held it in 3 quarters since.
  • UBS Group's Aptus July Buffer ETF position peaked at $38.9K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Aptus July Buffer ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.