JULB Institutional Ownership
ETF Series Solutions - Aptus July Buffer ETF
1W: +0.0%
1M: +0.8%
YTD: +0.4%
$28.30
+0.14 (+0.51%)
Weekly Expected Move ±0.9%
$28
$28
$28
$29
$29
Overview
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Institutional Ownership — JULB
10
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
43M
Total Invested
2
New Positions
3
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | KFG WEALTH MANAGEMENT, LLC | 760,896 | 22M | +5,738 | +0.8% | 3Q | SEC ↗ |
| 2 | Uniting Wealth Partners, LLC | 419,949 | 12M | -81,548 | -16.3% | 2Q | SEC ↗ |
| 3 | Aptus Capital Advisors, LLC | 174,545 | 5M | +129,087 | +284.0% | 3Q | SEC ↗ |
| 4 | GUARDIAN WEALTH ADVISORS, LLC / NC | 115,498 | 3M | +72,196 | +166.7% | 3Q | SEC ↗ |
| 5 | Bright Futures Wealth Management, LLC. NEW | 58,752 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 6 | 6th Street Advisors, LLC NEW | 30,166 | 854K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Cyndeo Wealth Partners, LLC | 10,000 | 283K | — | +0.0% | 2Q | SEC ↗ |
| 8 | UBS Group AG | 1,093 | 31K | -456 | -29.4% | 3Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -29,694 | -100.0% | 2Q | SEC ↗ |
| 10 | Kovack Advisors, Inc. | 0 | 0K | -16,788 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Bright Futures Wealth Management, L | 58,752 | 2M |
| 6th Street Advisors, LLC | 30,166 | 854K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 29,694 | 840K |
| Kovack Advisors, Inc. | 16,788 | 475K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Aptus Capital Advisors, LLC | +129,087 | +284.0% | 174,545 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | +72,196 | +166.7% | 115,498 |
| KFG WEALTH MANAGEMENT, LLC | +5,738 | +0.8% | 760,896 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Uniting Wealth Partners, LLC | -81,548 | -16.3% | 419,949 |
| UBS Group AG | -456 | -29.4% | 1,093 |