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

Arete 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
2022
Q4 		– Sell
-10,000
Closed -$261K – 673
2022
Q3 		$261K Buy
+10,000
New +$280K 0.03% 441

Other funds holding JULT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Arete Wealth Advisors's JULT Position: Q4 2022 in Review

Arete Wealth Advisors sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q4 2022, closing a stake of 10,000 shares — an estimated $261K sold.

Arete Wealth Advisors first reported a position in JULT in Q3 2022 and held it in 1 quarter. The position peaked at $261K in Q3 2022. 20 funds tracked by Wall St. Rank hold JULT as of Q4 2022.

  • Arete Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q4 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,000 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q4 2022, an estimated $261K.
  • Arete Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q3 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $261K in Q3 2022.
  • 20 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q4 2022.

Based on Arete Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.