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American Portfolios Advisors’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

American Portfolios 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
2022
Q3 		$385K Buy
14,732
+10,199
+225% +$285K 0.02% 747
2022
Q2 		$123K Buy
4,533
+2,497
+123% +$68.9K 0.01% 1300
2022
Q1 		$59.2K Buy
2,036
+1,000
+97% +$28.6K ﹤0.01% 1801
2021
Q4 		$30.4K Hold
1,036
– – ﹤0.01% 2124
2021
Q3 		$28.9K Buy
1,036
+936
+936% +$26.4K ﹤0.01% 2090
2021
Q2 		$2.78K Buy
+100
New +$2.77K ﹤0.01% 3047

Other funds holding JULT

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

American Portfolios Advisors's JULT Position: Q3 2022 in Review

American Portfolios Advisors increased its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 225% in Q3 2022, buying an estimated $285K and bringing the position to 14,732 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #747.

American Portfolios Advisors first reported a position in JULT in Q2 2021 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold JULT as of Q3 2022.

  • American Portfolios Advisors held 14,732 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $385K as of Q3 2022.
  • American Portfolios Advisors bought 10,199 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q3 2022, an estimated $285K.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #747 holding.
  • American Portfolios Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q2 2021 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.