Aptus July Buffer ETF (JULB)
ETF ยท Cboe BZX
Aptus July Buffer ETF (JULB) is an exchange-traded fund listed on Cboe BZX, where it has traded since October 13, 2025.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- October 13, 2025
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 8 institutions reported holding JULB, with 1.6 million shares worth $43.3 million in aggregate. The largest reported holder was Kfg Wealth Management, with 760,896 shares worth $21.0 million. Of the 5 largest holders listed below, 1 opened a new position in JULB, 3 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Kfg Wealth Management | 760,896 | $21M | Added 0.76% |
| Uniting Wealth Partners | 419,949 | $12M | Reduced 16.26% |
| Aptus Capital Advisors | 174,545 | $5M | Added 283.97% |
| Guardian Wealth Advisors, LLC / NC | 115,498 | $3M | Added 166.73% |
| Bright Futures Wealth Management, LLC | 58,752 | $2M | New position |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is JULB?
Aptus July Buffer ETF (JULB) is an exchange-traded fund listed on Cboe BZX, where it has traded since October 13, 2025.
Who are the largest institutional holders of JULB?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of JULB were Kfg Wealth Management, Uniting Wealth Partners and Aptus Capital Advisors.
How many institutions own JULB?
8 institutions reported a position in JULB for the quarter ended June 30, 2026, worth $43.3 million in total.
Did institutions buy or sell JULB last quarter?
Of the 5 largest reported holders, 1 opened a new position in JULB, 3 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for JULB.
Every reported institutional holder, plus insider and congressional trades in JULB, on SentiSense.