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Uniting Wealth Partners’s Aptus January Buffer ETF JANB Stock Holding History

Uniting Wealth Partners’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 		$10.2M Buy
375,780
+8,777
+2% +$234K 2.08% 10
2026
Q1 		$9.21M Buy
+367,003
New +$9.42M 1.96% 10

Other funds holding JANB

Gradient Investments
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
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Aptus Capital Advisors
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
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

Uniting Wealth Partners's JANB Position: Q2 2026 in Review

Uniting Wealth Partners increased its Aptus January Buffer ETF (JANB) stake by 2.4% in Q2 2026, buying an estimated $234K and bringing the position to 375,780 shares worth $10.2M. The position accounts for 2.08% of the portfolio, ranked #10.

Uniting Wealth Partners 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.

  • Uniting Wealth Partners held 375,780 shares of Aptus January Buffer ETF worth $10.2M as of Q2 2026.
  • Uniting Wealth Partners bought 8,777 Aptus January Buffer ETF shares in Q2 2026, an estimated $234K.
  • Aptus January Buffer ETF made up 2.08% of Uniting Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Uniting Wealth Partners 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 Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.