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

Cetera Advisors’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	$423K	Sell	11,802 -500	-4%	-$17.3K	﹤0.01%	1712
2023 Q4	$413K	Buy	12,302 +675	+6%	+$21.5K	0.01%	1239
2023 Q3	$359K	Buy	11,627 +2,865	+33%	+$90.7K	0.01%	1235
2023 Q2	$277K	Buy	8,762 +1,252	+17%	+$37.4K	﹤0.01%	1349
2023 Q1	$220K	Sell	7,510 -1,577	-17%	-$45.1K	﹤0.01%	1452
2022 Q4	$252K	Buy	+9,087	New	+$251K	﹤0.01%	1326

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

Cetera Advisors's JULT Position: Q1 2024 in Review

Cetera Advisors reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 4.1% in Q1 2024, selling an estimated $17.3K and leaving 11,802 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Cetera Advisors first reported a position in JULT in Q4 2022 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold JULT as of Q1 2024.

Cetera Advisors held 11,802 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $423K as of Q1 2024.
Cetera Advisors sold 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 Advisors's portfolio in Q1 2024, its #1712 holding.
Cetera Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2022 and has held it in 6 quarters since.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2024.

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