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

Centaurus Financial’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	$1M	Sell	22,812 -71	-0.3%	-$3.19K	0.05%	341
2025 Q4	$1.03M	Sell	22,883 -708	-3%	-$31.3K	0.05%	339
2025 Q3	$1.03M	Buy	23,591 +21,009	+814%	+$899K	0.05%	323
2025 Q2	$108K	Sell	2,582 -28,410	-92%	-$1.11M	0.01%	922
2025 Q1	$1.19M	Sell	30,992 -1,144	-4%	-$45.3K	0.07%	247
2024 Q4	$1.27M	Sell	32,136 -4,053	-11%	-$160K	0.08%	233
2024 Q3	$1.4M	Buy	36,189 +33,435	+1,214%	+$1.26M	0.09%	209
2024 Q2	$102K	Sell	2,754 -3,089	-53%	-$112K	0.01%	785
2024 Q1	$210K	Sell	5,843 -480	-8%	-$16.6K	0.01%	603
2023 Q4	$212K	Sell	6,323 -667	-10%	-$21.3K	0.02%	578
2023 Q3	$216K	Sell	6,990 -5,127	-42%	-$162K	0.02%	550
2023 Q2	$383K	Sell	12,117 -10,789	-47%	-$322K	0.03%	411
2023 Q1	$670K	Buy	+22,906	New	+$656K	0.05%	327

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 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

JSA

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

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

Centaurus Financial's JULT Position: Q1 2026 in Review

Centaurus Financial reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 0.31% in Q1 2026, selling an estimated $3.19K and leaving 22,812 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #341.

Centaurus Financial first reported a position in JULT in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.4M in Q3 2024. 44 funds tracked by Wall St. Rank hold JULT as of Q1 2026.

Centaurus Financial held 22,812 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $1M as of Q1 2026.
Centaurus Financial sold 71 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2026, an estimated $3.19K.
AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.05% of Centaurus Financial's portfolio in Q1 2026, its #341 holding.
Centaurus Financial first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q1 2023 and has held it in 13 quarters since.
Centaurus Financial's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $1.4M in Q3 2024.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.