JANB β€” ETF SER SOLUTIONS

Ownership history in KFG WEALTH MANAGEMENT, LLC  Β·  1 quarter on record

AI Ownership Summary

KFG WEALTH MANAGEMENT, LLC reported ETF SER SOLUTIONS (JANB) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 1.48% in 2025 Q4. The latest visible filing shows JANB at 1.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JANB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KFG WEALTH MANAGEMENT, LLC's position in ETF SER SOLUTIONS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JANB was reported at 1.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KFG WEALTH MANAGEMENT, LLC held JANB β€” position size vs. price
% of Fund (quarterly)    JANB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 432,838 β€” β€” 1.48% $11.1M 2026-02-14 (Est.) $25.71

🏒 Other funds also holding JANB

As of 2026 Q1 β€” sorted by position size

First Heartland Consultants, Inc. 3Y 7Y 0.04% DHJJ Financial Advisors, Ltd. 3Y 0.0%

FAQ About KFG WEALTH MANAGEMENT, LLC and JANB

These are the practical questions this page is built to answer before you even open the full history table.

How long has KFG WEALTH MANAGEMENT, LLC reported owning JANB?

KFG WEALTH MANAGEMENT, LLC reported JANB across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported JANB position in KFG WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for JANB was 1.48% in 2025 Q4.

What is the latest reported JANB position on this page?

The most recent filing on this page is 2025 Q4, when KFG WEALTH MANAGEMENT, LLC reported 432,838 shares, equal to 1.48% of portfolio, with an estimated market value of $11.1M.

What does the chart on this JANB ownership page compare?

The chart compares KFG WEALTH MANAGEMENT, LLC's quarterly JANB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to KFG WEALTH MANAGEMENT, LLC Holdings