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icono de JULT

AllianzIM U.S. Equity Buffer10 Jul ETF
JULT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
AWMI
26
Aegis Wealth Management (Iowa)
Iowa
USD 286 k +USD 280 k +5,978 Nuevas
IA
27
Integrity Alliance
Iowa
USD 282 k – – –
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
USD 276 k -USD 1.4 k -30 -0.5%
ASG
29
Advisory Solutions Group
Minnesota
USD 272 k +USD 266 k +5,684 Nuevas
EWM
30
Elevation Wealth Management
Minnesota
USD 254 k – – –
CWRP
31
Cassady Wealth & Retirement Planning
Nevada
USD 226 k -USD 8.61 k -184 -4%
GFG
32
Greenbush Financial Group
New York
USD 212 k +USD 208 k +4,440 Nuevas
Nations Financial Group
33
Nations Financial Group
Iowa
USD 209 k -USD 44.1 k -943 -18%
JP Morgan Chase
34
JP Morgan Chase
New York
USD 101 k -USD 12.9 k -276 -12%
Creative Financial Designs
35
Creative Financial Designs
Indiana
USD 78.3 k – – –
Allianz
36
Allianz
Germany
USD 62.6 k – – –
KFG
37
Kingdom Financial Group
Arizona
USD 58.3 k – – –
Advisornet Financial
38
Advisornet Financial
Minnesota
USD 47.8 k – – –
UBS Group
39
UBS Group
Switzerland
USD 41.2 k +USD 39.4 k +841 +3,823%
AE Wealth Management
40
AE Wealth Management
Kansas
USD 36.3 k -USD 328 -7 -0.9%
Farther Finance Advisors
41
Farther Finance Advisors
California
USD 30.4 k +USD 29.8 k +636 Nuevas
Morgan Stanley
42
Morgan Stanley
New York
USD 23.8 k – – –
Compass Financial Management
43
Compass Financial Management
Florida
USD 11.1 k +USD 10.6 k +227 Nuevas
Gradient Investments
44
Gradient Investments
Minnesota
– -USD 25.9 M -589,481 Cerradas
Modern Wealth Management
45
Modern Wealth Management
Kansas
– -USD 471 k -10,645 Cerradas
BFA
46
Brown Financial Advisors
Ohio
– -USD 304 k -6,906 Cerradas
AWA
47
A4 Wealth Advisors
North Carolina
– -USD 250 k -5,688 Cerradas
PW
48
Paladin Wealth
Minnesota
– -USD 200 k -4,558 Cerradas
LAS
49
Lloyd Advisory Services
Georgia
– -USD 53.6 k -1,220 Cerradas
Barclays
50
Barclays
United Kingdom
– -USD 6.24 k -142 Cerradas
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