Accurate Wealth Management’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Accurate Wealth Management’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 Q3	$222K	Buy	+4,495	New	+$218K	0.02%	548

Other funds holding JULT

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Accurate Wealth Management's JULT Position: Q3 2026 in Review

Accurate Wealth Management opened a new position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q3 2026: 4,495 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #548 among its holdings.

14 funds tracked by Wall St. Rank hold JULT as of Q3 2026.

Accurate Wealth Management held 4,495 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $222K as of Q3 2026.
AllianzIM U.S. Equity Buffer10 Jul ETF was a new Accurate Wealth Management position in Q3 2026.
AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #548 holding.
14 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.