A4 Wealth Advisors’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

A4 Wealth Advisors’s Portfolio JULT Stock Details JULT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,688	Closed	-$250K	–	102
2026 Q1	$250K	Sell	5,688 -386	-6%	-$17.3K	0.2%	81
2025 Q4	$273K	Sell	6,074 -168	-3%	-$7.43K	0.24%	83
2025 Q3	$274K	Buy	+6,242	New	+$267K	0.23%	131

Other funds holding JULT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

A4 Wealth Advisors's JULT Position: Q2 2026 in Review

A4 Wealth Advisors sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2026, closing a stake of 5,688 shares — an estimated $250K sold.

A4 Wealth Advisors first reported a position in JULT in Q3 2025 and held it in 3 quarters. The position peaked at $274K in Q3 2025. 24 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

A4 Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q2 2026 after selling out during the quarter.
A4 Wealth Advisors sold 5,688 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $250K.
A4 Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q3 2025 and held it in 3 quarters.
A4 Wealth Advisors's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $274K in Q3 2025.
24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.