AWM
JULT icon

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

AE 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
Q2 		$36.3K Sell
759
-7
-0.9% -$328 ﹤0.01% 2151
2026
Q1 		$33.7K Sell
766
-45
-6% -$2.02K ﹤0.01% 2048
2025
Q4 		$36.4K Sell
811
-210
-21% -$9.29K ﹤0.01% 1909
2025
Q3 		$44.8K Sell
1,021
-4,041
-80% -$173K ﹤0.01% 1738
2025
Q2 		$211K Sell
5,062
-576
-10% -$22.4K ﹤0.01% 1283
2025
Q1 		$216K Sell
5,638
-803
-12% -$31.8K ﹤0.01% 1245
2024
Q4 		$254K Sell
6,441
-3,044
-32% -$120K ﹤0.01% 1170
2024
Q3 		$367K Sell
9,485
-901,382
-99% -$33.8M ﹤0.01% 968
2024
Q2 		$33.7M Buy
910,867
+885,812
+3,535% +$32M 0.34% 68
2024
Q1 		$898K Sell
25,055
-1,602,901
-98% -$55.6M 0.01% 676
2023
Q4 		$55.7M Buy
1,627,956
+393,156
+32% +$12.5M 0.28% 70
2023
Q3 		$38.1M Buy
1,234,800
+406,625
+49% +$12.9M 0.23% 87
2023
Q2 		$26.2M Sell
828,175
-196,592
-19% -$5.87M 0.16% 144
2023
Q1 		$30M Buy
1,024,767
+198,286
+24% +$5.68M 0.19% 120
2022
Q4 		$22.9M Buy
826,481
+411,738
+99% +$11.4M 0.17% 148
2022
Q3 		$10.8M Buy
+414,743
New +$11.6M 0.09% 247
2022
Q1 		– Sell
-697,718
Closed -$20.5M – 1750
2021
Q4 		$20.5M Buy
697,718
+163,081
+31% +$4.7M 0.14% 151
2021
Q3 		$14.9M Buy
534,637
+66,685
+14% +$1.88M 0.12% 182
2021
Q2 		$13M Sell
467,952
-55,429
-11% -$1.54M 0.11% 180
2021
Q1 		$14.4M Buy
+523,381
New +$14.1M 0.15% 149

Other funds holding JULT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
AA
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
NF
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
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

AE Wealth Management's JULT Position: Q2 2026 in Review

AE Wealth Management reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 0.91% in Q2 2026, selling an estimated $328 and leaving 759 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2151.

AE Wealth Management first reported a position in JULT in Q1 2021 and has held it in 20 quarters since. The position peaked at $55.7M in Q4 2023. 24 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

  • AE Wealth Management held 759 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $36.3K as of Q2 2026.
  • AE Wealth Management sold 7 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $328.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2151 holding.
  • AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q1 2021 and has held it in 20 quarters since.
  • AE Wealth Management's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $55.7M in Q4 2023.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.