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

Cetera Investment Advisers’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 		$1.79M Sell
37,420
-2,680
-7% -$125K ﹤0.01% 2477
2026
Q1 		$1.76M Sell
40,100
-909
-2% -$40.8K ﹤0.01% 2403
2025
Q4 		$1.84M Sell
41,009
-848
-2% -$37.5K ﹤0.01% 2281
2025
Q3 		$1.84M Buy
41,857
+6,176
+17% +$264K ﹤0.01% 2248
2025
Q2 		$1.49M Sell
35,681
-480
-1% -$18.7K ﹤0.01% 2064
2025
Q1 		$1.38M Sell
36,161
-2,960
-8% -$117K ﹤0.01% 2013
2024
Q4 		$1.54M Sell
39,121
-6,530
-14% -$257K ﹤0.01% 1839
2024
Q3 		$1.77M Buy
45,651
+2,163
+5% +$81.2K ﹤0.01% 1713
2024
Q2 		$1.61M Buy
43,488
+5,677
+15% +$205K ﹤0.01% 1735
2024
Q1 		$1.36M Buy
+37,811
New +$1.31M ﹤0.01% 1835
2023
Q4 		– Sell
-10,684
Closed -$330K – 2295
2023
Q3 		$330K Buy
+10,684
New +$338K ﹤0.01% 1660

Other funds holding JULT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Cetera Investment Advisers's JULT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 6.7% in Q2 2026, selling an estimated $125K and leaving 37,420 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

Cetera Investment Advisers first reported a position in JULT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q4 2025. 43 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

  • Cetera Investment Advisers held 37,420 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $1.79M as of Q2 2026.
  • Cetera Investment Advisers sold 2,680 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $125K.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2477 holding.
  • Cetera Investment Advisers first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q3 2023 and has held it in 11 quarters since.
  • Cetera Investment Advisers's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $1.84M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.