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Aptus July Buffer ETF (JULB)

CUSIP: 268961869 | NYSE | 14 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

KFG Wealth Management, LLC789,838
2.4% of portfolio›$22.2M
Bright Futures Wealth Management, Llc.57,384
1.1% of portfolio›$1.6M
6th Street Advisors, LLC30,166
0.5% of portfolio›$849.2K
First Heartland Consultants, Inc.14,156
0.0% of portfolio›$398.5K
Atria Investments, Inc14,156
0.0% of portfolio›$398.5K
Cyndeo Wealth Partners, LLC10,000
0.0% of portfolio›$281.5K
Cornerstone Wealth Group, LLC9,851
0.0% of portfolio›$277.3K
Blue Bell Private Wealth Management, LLC5,601
0.0% of portfolio›$157.7K
StyleTurnoverLocationFiled
KFG Wealth Management, LLC
789,838$22.2M2.4%ETFMediumGranger, IN2026-10-16
Bright Futures Wealth Management, Llc.
57,384$1.6M1.1%CoreHighWebster, Ny 14580, NY2026-10-23
6th Street Advisors, LLC
30,166$849.2K0.5%ETFVery LowDaphne, AL2026-10-14
First Heartland Consultants, Inc.
14,156$398.5K0.0%ETFMediumLake St. Louis, MO2026-10-08
Atria Investments, Inc
14,156$398.5K0.0%CoreMediumCharlotte, NC2026-10-15
Cyndeo Wealth Partners, LLC
10,000$281.5K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Cornerstone Wealth Group, LLC
9,851$277.3K0.0%CoreMediumHuntersville, NC2026-11-02
Blue Bell Private Wealth Management, LLC
5,601$157.7K0.0%YieldVery LowBlue Bell, PA2026-10-29