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Aptus July Buffer ETF (JULB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
KFG Wealth Management, LLC
INCREASED
Shares789,838 from 760,896
Change+28,942 (+4%)
Value$22.2M (+$1.2M)
Filed 2026-10-16
Bright Futures Wealth Management, Llc.
DECREASED
Shares57,384 from 58,752
Change-1,368 (-2%)
Value$1.6M (-$5.0K)
Filed 2026-10-23
6th Street Advisors, LLC
UNCHANGED
Shares30,166 from 30,166
Change0 (0%)
Value$849.2K (+$17.2K)
Filed 2026-10-14
First Heartland Consultants, Inc.
NEW
Shares14,156
Change+14,156
Value$398.5K
Filed 2026-10-08
Atria Investments, Inc
NEW
Shares14,156
Change+14,156
Value$398.5K
Filed 2026-10-15
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$281.5K (+$5.7K)
Filed 2026-10-16
Cornerstone Wealth Group, LLC
NEW
Shares9,851
Change+9,851
Value$277.3K
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
NEW
Shares5,601
Change+5,601
Value$157.7K
Filed 2026-10-29
Uniting Wealth Partners, LLC
N/A
Shares— from 419,949
Change-419,949 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 174,545
Change-174,545 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 115,498
Change-115,498 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Status
KFG Wealth Management, LLC
INCREASED789,838760,896+28,942+4%$21.0M$22.2M+$1.2M2026-10-16
Bright Futures Wealth Management, Llc.
DECREASED57,38458,752-1,368-2%$1.6M$1.6M-$5.0K2026-10-23
6th Street Advisors, LLC
UNCHANGED30,16630,16600%$832.0K$849.2K+$17.2K2026-10-14
First Heartland Consultants, Inc.
NEW14,156—+14,156——$398.5K—2026-10-08
Atria Investments, Inc
NEW14,156—+14,156——$398.5K—2026-10-15
Cyndeo Wealth Partners, LLC
UNCHANGED10,00010,00000%$275.8K$281.5K+$5.7K2026-10-16
Cornerstone Wealth Group, LLC
NEW9,851—+9,851——$277.3K—2026-11-02
Blue Bell Private Wealth Management, LLC
NEW5,601—+5,601——$157.7K—2026-10-29
Uniting Wealth Partners, LLC
N/A—419,949-419,949-100%$11.6M———
Aptus Capital Advisors, LLC
N/A—174,545-174,545-100%$4.8M———
Guardian Wealth Advisors, LLC / NC
N/A—115,498-115,498-100%$3.2M———
UBS Group AG
N/A—1,093-1,093-100%$30.1K———
Showing 12 of 12 institutions