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

Citadel 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
2025 Q1	–	Sell	-16,017	Closed	-$632K	–	15054
2024 Q4	$632K	Buy	16,017 +1,136	+8%	+$44.7K	﹤0.01%	8032
2024 Q3	$576K	Buy	14,881 +5,181	+53%	+$194K	﹤0.01%	7964
2024 Q2	$359K	Hold	9,700	–	–	﹤0.01%	8763
2024 Q1	$348K	Buy	+9,700	New	+$336K	﹤0.01%	9160
2023 Q4	–	Sell	-24,325	Closed	-$751K	–	14808
2023 Q3	$751K	Buy	24,325 +6,132	+34%	+$194K	﹤0.01%	7191
2023 Q2	$576K	Buy	18,193 +7,078	+64%	+$212K	﹤0.01%	7634
2023 Q1	$325K	Buy	+11,115	New	+$318K	﹤0.01%	9208

Other funds holding JULT

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JSA

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

Citadel Advisors's JULT Position: Q1 2025 in Review

Citadel Advisors sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q1 2025, closing a stake of 16,017 shares — an estimated $632K sold.

Citadel Advisors first reported a position in JULT in Q1 2023 and held it in 7 quarters. The position peaked at $751K in Q3 2023. 39 funds tracked by Wall St. Rank hold JULT as of Q1 2025.

Citadel Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q1 2025 after selling out during the quarter.
Citadel Advisors sold 16,017 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2025, an estimated $632K.
Citadel Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q1 2023 and held it in 7 quarters.
Citadel Advisors's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $751K in Q3 2023.
39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.