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Authentikos Wealth Advisory’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-7,052
Closed -$218K – 320
2023
Q3 		$218K Buy
+7,052
New +$223K 0.21% 65

Other funds holding JULT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Authentikos Wealth Advisory's JULT Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q4 2023, closing a stake of 7,052 shares — an estimated $218K sold.

Authentikos Wealth Advisory first reported a position in JULT in Q3 2023 and held it in 1 quarter. The position peaked at $218K in Q3 2023. 38 funds tracked by Wall St. Rank hold JULT as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 7,052 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q4 2023, an estimated $218K.
  • Authentikos Wealth Advisory first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $218K in Q3 2023.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.