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Aegis Wealth Management (Iowa)’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Aegis Wealth Management (Iowa)’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 		$286K Buy
+5,978
New +$280K 0.18% 92

Other funds holding JULT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
EWM
Elevation Wealth Management Eden Prairie, Minnesota $134M AUM

Aegis Wealth Management (Iowa)'s JULT Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) opened a new position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2026: 5,978 shares worth $286K. The stake represents 0.18% of the portfolio and ranks #92 among its holdings.

17 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 5,978 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $286K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer10 Jul ETF was a new Aegis Wealth Management (Iowa) position in Q2 2026.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.18% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #92 holding.
  • 17 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.