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Cassady Wealth & Retirement Planning’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Cassady Wealth & Retirement Planning’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 		$226K Sell
4,723
-184
-4% -$8.61K 0.1% 99
2026
Q1 		$229K Sell
4,907
-47
-0.9% -$2.11K 0.12% 96
2025
Q4 		$222K Buy
+4,954
New +$219K 0.15% 91

Other funds holding JULT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AA
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
NF
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
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

Cassady Wealth & Retirement Planning's JULT Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 3.7% in Q2 2026, selling an estimated $8.61K and leaving 4,723 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #99.

Cassady Wealth & Retirement Planning first reported a position in JULT in Q4 2025 and has held it in 3 quarters since. The position peaked at $229K in Q1 2026. 24 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 4,723 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $226K as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 184 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $8.61K.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.1% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #99 holding.
  • Cassady Wealth & Retirement Planning first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $229K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.