Avantax Advisory Services’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Avantax Advisory Services’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
2024 Q2	–	Sell	-6,763	Closed	-$243K	–	2104
2024 Q1	$243K	Hold	6,763	–	–	﹤0.01%	1429
2023 Q4	$227K	Buy	6,763 +125	+2%	+$3.98K	﹤0.01%	1402
2023 Q3	$205K	Buy	+6,638	New	+$210K	﹤0.01%	1420
2022 Q1	–	Sell	-13,015	Closed	-$382K	–	1331
2021 Q4	$382K	Sell	13,015 -10	-0.1%	-$288	0.01%	861
2021 Q3	$363K	Hold	13,025	–	–	0.01%	838
2021 Q2	$363K	Buy	+13,025	New	+$361K	0.01%	826

Other funds holding JULT

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

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

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Avantax Advisory Services's JULT Position: Q2 2024 in Review

Avantax Advisory Services sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2024, closing a stake of 6,763 shares — an estimated $243K sold.

Avantax Advisory Services first reported a position in JULT in Q2 2021 and held it in 6 quarters. The position peaked at $382K in Q4 2021. 31 funds tracked by Wall St. Rank hold JULT as of Q2 2024.

Avantax Advisory Services reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q2 2024 after selling out during the quarter.
Avantax Advisory Services sold 6,763 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2024, an estimated $243K.
Avantax Advisory Services first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q2 2021 and held it in 6 quarters.
Avantax Advisory Services's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $382K in Q4 2021.
31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.