Commonwealth Equity Services’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Commonwealth Equity Services’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	$5.91M	Sell	123,629 -4,365	-3%	-$204K	0.01%	1290
2026 Q1	$5.63M	Sell	127,994 -16,833	-12%	-$756K	0.01%	1248
2025 Q4	$6.5M	Sell	144,827 -138,509	-49%	-$6.13M	0.01%	1145
2025 Q3	$12.4M	Buy	283,336 +111,306	+65%	+$4.76M	0.02%	807
2025 Q2	$7.18M	Sell	172,030 -218	-0.1%	-$8.49K	0.01%	1097
2025 Q1	$6.59M	Sell	172,248 -6,829	-4%	-$270K	0.01%	1102
2024 Q4	$7.07M	Buy	179,077 +3,269	+2%	+$129K	0.01%	1021
2024 Q3	$6.8M	Buy	175,808 +18,941	+12%	+$711K	0.01%	1035
2024 Q2	$5.8M	Buy	156,867 +23,962	+18%	+$866K	0.01%	1103
2024 Q1	$4.77M	Sell	132,905 -94,890	-42%	-$3.29M	0.01%	1200
2023 Q4	$7.65M	Sell	227,795 -1,458	-0.6%	-$46.5K	0.01%	864
2023 Q3	$7.07M	Buy	229,253 +91,446	+66%	+$2.89M	0.01%	844
2023 Q2	$4.36M	Buy	137,807 +91,455	+197%	+$2.73M	0.01%	1119
2023 Q1	$1.35K	Sell	46,352 -19	-0%	-$544	﹤0.01%	1832
2022 Q4	$1.28M	Hold	46,371	–	–	﹤0.01%	1795
2022 Q3	$1.21M	Buy	46,371 +10,366	+29%	+$290K	﹤0.01%	1762
2022 Q2	$974K	Sell	36,005 -786	-2%	-$21.7K	﹤0.01%	1921
2022 Q1	$1.07M	Sell	36,791 -1,415	-4%	-$40.4K	﹤0.01%	1943
2021 Q4	$1.12M	Sell	38,206 -1,387	-4%	-$40K	﹤0.01%	1908
2021 Q3	$1.1M	Buy	39,593 +22,215	+128%	+$626K	﹤0.01%	1849
2021 Q2	$483K	Buy	+17,378	New	+$482K	﹤0.01%	2499

Other funds holding JULT

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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services's JULT Position: Q2 2026 in Review

Commonwealth Equity Services reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 3.4% in Q2 2026, selling an estimated $204K and leaving 123,629 shares worth $5.91M. The position accounts for 0.01% of the portfolio, ranked #1290.

Commonwealth Equity Services first reported a position in JULT in Q2 2021 and has held it in 21 quarters since. The position peaked at $12.4M in Q3 2025. 24 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

Commonwealth Equity Services held 123,629 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $5.91M as of Q2 2026.
Commonwealth Equity Services sold 4,365 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $204K.
AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1290 holding.
Commonwealth Equity Services first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q2 2021 and has held it in 21 quarters since.
Commonwealth Equity Services's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $12.4M in Q3 2025.
24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.