WFA
JANB

Websterrogers Financial Advisors’s Aptus January Buffer ETF JANB Stock Holding History

Websterrogers Financial Advisors’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 		$452K Hold
16,594
– – 0.12% 64
2026
Q1 		$416K Buy
+16,594
New +$426K 0.12% 58

Other funds holding JANB

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
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

Websterrogers Financial Advisors's JANB Position: Q2 2026 in Review

Websterrogers Financial Advisors held its Aptus January Buffer ETF (JANB) position steady in Q2 2026 at 16,594 shares worth $452K. The position accounts for 0.12% of the portfolio, ranked #64.

Websterrogers Financial Advisors 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.

  • Websterrogers Financial Advisors held 16,594 shares of Aptus January Buffer ETF worth $452K as of Q2 2026.
  • Websterrogers Financial Advisors left its Aptus January Buffer ETF share count unchanged in Q2 2026.
  • Aptus January Buffer ETF made up 0.12% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • Websterrogers Financial Advisors 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 Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.