JULB ETF SER SOLUTIONS
FollowAPTUS JULY BUFR (fund)
8 managers (8 13F filers) reported a position in JULB shares at 2026-06-30, 1,570,899 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 3
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 1,570,899
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | 760,896 | $21M | 2.37% | +5,738 | 13F-HRTimeline |
| Uniting Wealth Partners, LLC | 419,949 | $11.6M | 2.35% | -81,548 | 13F-HRTimeline |
| Aptus Capital Advisors, LLC | 174,545 | $4.81M | 0.04% | +129,087 | 13F-HRTimeline |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 115,498 | $3.19M | 0.18% | +72,196 | 13F-HRTimeline |
| Bright Futures Wealth Management, LLC. | 58,752 | $1.62M | 1.05% | new | 13F-HRTimeline |
| 6th Street Advisors, LLC | 30,166 | $832K | 0.48% | new | 13F-HRTimeline |
| Cyndeo Wealth Partners, LLC | 10,000 | $276K | 0.01% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 1,093 | $30.1K | <0.01% | -456 | 13F-HRTimelineGroup |