UWP
JULB

Uniting Wealth Partners’s Aptus July Buffer ETF JULB Stock Holding History

Uniting Wealth Partners’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 		$11.6M Sell
419,949
-81,548
-16% -$2.18M 2.35% 6
2026
Q1 		$12.6M Buy
+501,497
New +$12.9M 2.68% 5

Other funds holding JULB

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Uniting Wealth Partners reduced its Aptus July Buffer ETF (JULB) stake by 16% in Q2 2026, selling an estimated $2.18M and leaving 419,949 shares worth $11.6M. The position accounts for 2.35% of the portfolio, ranked #6.

Uniting Wealth Partners first reported a position in JULB in Q1 2026 and has held it in 2 quarters since. The position peaked at $12.6M in Q1 2026. 8 funds tracked by Wall St. Rank hold JULB as of Q2 2026.

  • Uniting Wealth Partners held 419,949 shares of Aptus July Buffer ETF worth $11.6M as of Q2 2026.
  • Uniting Wealth Partners sold 81,548 Aptus July Buffer ETF shares in Q2 2026, an estimated $2.18M.
  • Aptus July Buffer ETF made up 2.35% of Uniting Wealth Partners's portfolio in Q2 2026, its #6 holding.
  • Uniting Wealth Partners first reported a position in Aptus July Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • Uniting Wealth Partners's Aptus July Buffer ETF position peaked at $12.6M in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Aptus July Buffer ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.