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JULB
Aptus July Buffer ETF
JULB
JULB
8 hedge funds and large institutions have $35.2M invested in Aptus July Buffer ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
79% more capital invested
Capital invested by funds: $19.7M → $35.2M (+$15.6M)
33% more funds holding
Funds holding: 6 → 8 (+2)
1.02% more ownership
Funds ownership: 105.3% → 106.32% (+1%)
Holders
8
Holders Change
+2
Holders Change %
+33.33%
% of All Funds
0.1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
3
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UWP
Uniting Wealth Partners
Mission,
Kansas
|
+$12.9M |
| 2 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$2.96M |
| 3 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$256K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$177K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$19.6K |
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
KFG Wealth Management
Granger,
Indiana
| $19M | +$2.96M | +115,566 | +18% |
|
|
UWP
2
Uniting Wealth Partners
Mission,
Kansas
| $12.6M | +$12.9M | +501,497 | New |
|
|
ACA
3
Aptus Capital Advisors
Fairhope,
Alabama
| $1.14M | – | – | – |
|
|
GWANC
4
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $1.09M | – | – | – |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $745K | – | – | – |
|
|
KA
6
Kovack Advisors
Ft. Lauderdale,
Florida
| $421K | +$177K | +6,922 | +70% |
|
|
CWP
7
Cyndeo Wealth Partners
St. Petersburg,
Florida
| $251K | +$256K | +10,000 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $38.9K | +$19.6K | +763 | +97% |
|