Cetera Advisor Networks’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$906K	Buy	25,259 +500	+2%	+$17.3K	﹤0.01%	1531
2023 Q4	$832K	Sell	24,759 -398	-2%	-$12.7K	﹤0.01%	1497
2023 Q3	$776K	Buy	25,157 +2,381	+10%	+$75.4K	﹤0.01%	1448
2023 Q2	$721K	Sell	22,776 -984	-4%	-$29.4K	0.01%	1470
2023 Q1	$695K	Sell	23,760 -708	-3%	-$20.3K	0.01%	1462
2022 Q4	$678K	Buy	24,468 +1,773	+8%	+$49K	0.01%	1428
2022 Q3	$593K	Buy	22,695 +6,747	+42%	+$189K	0.01%	1170
2022 Q2	$431K	Buy	15,948 +8,215	+106%	+$227K	0.01%	1369
2022 Q1	$225K	Sell	7,733 -5,145	-40%	-$147K	﹤0.01%	1808
2021 Q4	$378K	Buy	12,878 +1,550	+14%	+$44.7K	﹤0.01%	1462
2021 Q3	$315K	Buy	+11,328	New	+$319K	﹤0.01%	1496

Other funds holding JULT

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Cetera Advisor Networks's JULT Position: Q1 2024 in Review

Cetera Advisor Networks increased its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 2% in Q1 2024, buying an estimated $17.3K and bringing the position to 25,259 shares worth $906K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Cetera Advisor Networks first reported a position in JULT in Q3 2021 and has held it in 11 quarters since. 38 funds tracked by Wall St. Rank hold JULT as of Q1 2024.

Cetera Advisor Networks held 25,259 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $906K as of Q1 2024.
Cetera Advisor Networks bought 500 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2024, an estimated $17.3K.
AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1531 holding.
Cetera Advisor Networks first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q3 2021 and has held it in 11 quarters since.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.