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Cedar Brook Financial Partners’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Cedar Brook Financial Partners’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
2023
Q2 		– Sell
-8,120
Closed -$237K – 415
2023
Q1 		$237K Hold
8,120
– – 0.06% 313
2022
Q4 		$225K Hold
8,120
– – 0.06% 324
2022
Q3 		$212K Buy
+8,120
New +$227K 0.07% 313

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CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
T
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MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Cedar Brook Financial Partners's JULT Position: Q2 2023 in Review

Cedar Brook Financial Partners sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2023, closing a stake of 8,120 shares — an estimated $237K sold.

Cedar Brook Financial Partners first reported a position in JULT in Q3 2022 and held it in 3 quarters. The position peaked at $237K in Q1 2023. 18 funds tracked by Wall St. Rank hold JULT as of Q2 2023.

  • Cedar Brook Financial Partners reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q2 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 8,120 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2023, an estimated $237K.
  • Cedar Brook Financial Partners first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q3 2022 and held it in 3 quarters.
  • Cedar Brook Financial Partners's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $237K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2023, filed 5 Jul 2023.