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COMPASS FINANCIAL MANAGEMENT LLC’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$11.1K Buy
+227
New +$10.6K ﹤0.01% 1033

Other funds holding JULT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's JULT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2026: 227 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #1033 among its holdings.

37 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 227 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $11.1K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer10 Jul ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1033 holding.
  • 37 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.