AssetMark Inc
JULT icon

AssetMark Inc’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

AssetMark Inc’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
2025
Q1 		– Sell
-50
Closed -$1.97K – 2693
2024
Q4 		$1.97K Buy
+50
New +$1.97K ﹤0.01% 2126

Other funds holding JULT

WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

AssetMark Inc's JULT Position: Q1 2025 in Review

AssetMark Inc sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q1 2025, closing a stake of 50 shares — an estimated $1.97K sold.

AssetMark Inc first reported a position in JULT in Q4 2024 and held it in 1 quarter. The position peaked at $1.97K in Q4 2024. 39 funds tracked by Wall St. Rank hold JULT as of Q1 2025.

  • AssetMark Inc reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 50 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2025, an estimated $1.97K.
  • AssetMark Inc first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2024 and held it in 1 quarter.
  • AssetMark Inc's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $1.97K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.