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

Brown Financial Advisors’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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Brown Financial Advisors's JULT Position: Q1 2026 in Review

Brown Financial Advisors reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 2.3% in Q1 2026, selling an estimated $7.37K and leaving 6,906 shares worth $304K. The position accounts for 0.12% of the portfolio, ranked #143.

Brown Financial Advisors first reported a position in JULT in Q2 2025 and has held it in 4 quarters since. The position peaked at $329K in Q3 2025. 44 funds tracked by Wall St. Rank hold JULT as of Q1 2026.

  • Brown Financial Advisors held 6,906 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $304K as of Q1 2026.
  • Brown Financial Advisors sold 164 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2026, an estimated $7.37K.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.12% of Brown Financial Advisors's portfolio in Q1 2026, its #143 holding.
  • Brown Financial Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q2 2025 and has held it in 4 quarters since.
  • Brown Financial Advisors's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $329K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.