Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Atria Wealth Solutions’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 Q2	$996K	Sell	23,855 -6,008	-20%	-$234K	0.02%	635
2025 Q1	$1.14M	Sell	29,863 -8,204	-22%	-$325K	0.01%	830
2024 Q4	$1.5M	Buy	38,067 +3,606	+10%	+$142K	0.02%	752
2024 Q3	$1.33M	Buy	34,461 +17,668	+105%	+$663K	0.01%	811
2024 Q2	$621K	Buy	+16,793	New	+$607K	0.01%	1126
2024 Q1	–	Sell	-16,939	Closed	-$569K	–	2018
2023 Q4	$569K	Sell	16,939 -2,882	-15%	-$91.8K	0.01%	1145
2023 Q3	$612K	Sell	19,821 -5,619	-22%	-$178K	0.01%	1038
2023 Q2	$805K	Buy	+25,440	New	+$760K	0.01%	942
2023 Q1	–	Sell	-10,470	Closed	-$290K	–	1916
2022 Q4	$290K	Buy	+10,470	New	+$289K	﹤0.01%	1379

Other funds holding JULT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Atria Wealth Solutions's JULT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 20% in Q2 2025, selling an estimated $234K and leaving 23,855 shares worth $996K. The position accounts for 0.02% of the portfolio, ranked #635.

Atria Wealth Solutions first reported a position in JULT in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.5M in Q4 2024. 43 funds tracked by Wall St. Rank hold JULT as of Q2 2025.

Atria Wealth Solutions held 23,855 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $996K as of Q2 2025.
Atria Wealth Solutions sold 6,008 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2025, an estimated $234K.
AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #635 holding.
Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2022 and has held it in 9 quarters since.
Atria Wealth Solutions's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $1.5M in Q4 2024.
43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.