Capital A Wealth Management’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Capital A 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
2025 Q2	$302	Buy	+9	New	+$351	﹤0.01%	404

Other funds holding JULT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JSA

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

Capital A Wealth Management's JULT Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2025: 9 shares worth $302. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings.

43 funds tracked by Wall St. Rank hold JULT as of Q2 2025.

Capital A Wealth Management held 9 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $302 as of Q2 2025.
AllianzIM U.S. Equity Buffer10 Jul ETF was a new Capital A Wealth Management position in Q2 2025.
AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #404 holding.
43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.