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 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

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

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 Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Cetera Investment Advisers's JULT Position: Q1 2026 in Review

Cetera Investment Advisers reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 2.2% in Q1 2026, selling an estimated $40.8K and leaving 40,100 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Cetera Investment Advisers first reported a position in JULT in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.84M in Q4 2025. 44 funds tracked by Wall St. Rank hold JULT as of Q1 2026.

Cetera Investment Advisers held 40,100 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $1.76M as of Q1 2026.
Cetera Investment Advisers sold 909 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2026, an estimated $40.8K.
AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2403 holding.
Cetera Investment Advisers first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q3 2023 and has held it in 10 quarters since.
Cetera Investment Advisers's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $1.84M in Q4 2025.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.