JULB ETF SER SOLUTIONS
FollowAPTUS JULY BUFR (fund)
8 managers (8 13F filers) reported a position in JULB shares at 2026-03-31, 1,403,446 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 3
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 1,403,446
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 755,158 | $19M | 2.45% | +115,566 | 13F-HRTimeline |
| Uniting Wealth Partners, LLC | 501,497 | $12.6M | 2.68% | new | 13F-HRTimeline |
| Aptus Capital Advisors, LLC | 45,458 | $1.14M | 0.01% | 0 | 13F-HRTimeline |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 43,302 | $1.09M | 0.07% | 0 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 29,694 | $745K | <0.01% | 0 | 13F-HRTimelineGroup |
| Kovack Advisors, Inc. | 16,788 | $421K | 0.02% | +6,922 | 13F-HRTimeline |
| Cyndeo Wealth Partners, LLC | 10,000 | $251K | 0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 1,549 | $38.9K | <0.01% | +763 | 13F-HRTimelineGroup |