Funds holding Aptus July Buffer ETF
ISIN US2689618690 · United States · LEI 529900EP735VTYKGRF62
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 1.9M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Aptus Laddered Buffer ETF ETF Series Solutions | 66,880 | 1.9M $ | 25.15 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Aptus Laddered Buffer ETF ETF Series Solutions | 25.15 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 1 | 0 | 66,880 | +1,249.7 % |
| 2026Q2 | 1 | 4,955 |
Institutional managers
8 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | 755,158 | 19M $ | as of Mar 31, 2026 |
| Uniting Wealth Partners, LLC | 501,497 | 12.6M $ | as of Mar 31, 2026 |
| Aptus Capital Advisors, LLC | 45,458 | 1.1M $ | as of Mar 31, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 43,302 | 1.1M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,694 | 745.4K $ | as of Mar 31, 2026 |
| Kovack Advisors, Inc. | 16,788 | 421.4K $ | as of Mar 31, 2026 |
| Cyndeo Wealth Partners, LLC | 10,000 | 251K $ | as of Mar 31, 2026 |
| UBS Group AG | 1,549 | 38.9K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Aptus July Buffer ETF". https://titelia.com/en/stocks/aptus-july-buffer-etf-US2689618690