Brown Financial Advisors’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-6,906
Closed -$304K 222
2026
Q1
$304K Sell
6,906
-164
-2% -$7.37K 0.12% 143
2025
Q4
$317K Sell
7,070
-432
-6% -$19.1K 0.12% 136
2025
Q3
$329K Buy
7,502
+823
+12% +$35.2K 0.12% 134
2025
Q2
$279K Buy
+6,679
New +$260K 0.11% 133

Other funds holding JULT

Brown Financial Advisors's JULT Position: Q2 2026 in Review

Brown Financial Advisors sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2026, closing a stake of 6,906 shares — an estimated $304K sold.

Brown Financial Advisors first reported a position in JULT in Q2 2025 and held it in 4 quarters. The position peaked at $329K in Q3 2025. 43 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

  • Brown Financial Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q2 2026 after selling out during the quarter.
  • Brown Financial Advisors sold 6,906 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $304K.
  • Brown Financial Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q2 2025 and held it in 4 quarters.
  • Brown Financial Advisors's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $329K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.