Blue Bell Private Wealth Management’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Blue Bell Private Wealth Management’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
2026 Q2	$316K	Hold	6,610	–	–	0.04%	237
2026 Q1	$291K	Sell	6,610 -502	-7%	-$22.5K	0.04%	227
2025 Q4	$319K	Sell	7,112 -72	-1%	-$3.19K	0.05%	211
2025 Q3	$315K	Buy	7,184 +240	+3%	+$10.3K	0.05%	205
2025 Q2	$290K	Sell	6,944 -17	-0.2%	-$662	0.05%	196
2025 Q1	$266K	Sell	6,961 -4	-0.1%	-$158	0.05%	186
2024 Q4	$275K	Sell	6,965 -12	-0.2%	-$473	0.05%	182
2024 Q3	$270K	Sell	6,977 -38	-0.5%	-$1.43K	0.05%	187
2024 Q2	$260K	Sell	7,015 -29	-0.4%	-$1.05K	0.05%	171
2024 Q1	$253K	Sell	7,044 -40	-0.6%	-$1.39K	0.05%	159
2023 Q4	$238K	Buy	7,084 +145	+2%	+$4.62K	0.06%	149
2023 Q3	$214K	Buy	+6,939	New	+$220K	0.06%	136
2022 Q4	–	Sell	-54	Closed	-$1K	–	716
2022 Q3	$1K	Buy	54 +1	+2%	+$28	﹤0.01%	686
2022 Q2	$1K	Hold	53	–	–	﹤0.01%	737
2022 Q1	$2K	Hold	53	–	–	﹤0.01%	697
2021 Q4	$2K	Buy	+53	New	+$1.53K	﹤0.01%	687

Other funds holding JULT

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

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

JSA

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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

MCC

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

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IFG

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

Blue Bell Private Wealth Management's JULT Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) position steady in Q2 2026 at 6,610 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #237.

Blue Bell Private Wealth Management first reported a position in JULT in Q4 2021 and has held it in 16 quarters since. The position peaked at $319K in Q4 2025. 24 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

Blue Bell Private Wealth Management held 6,610 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $316K as of Q2 2026.
Blue Bell Private Wealth Management left its AllianzIM U.S. Equity Buffer10 Jul ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.04% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #237 holding.
Blue Bell Private Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2021 and has held it in 16 quarters since.
Blue Bell Private Wealth Management's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $319K in Q4 2025.
24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.