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Coppell Advisory Solutions’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Coppell Advisory Solutions’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
-134
Closed -$5.31K – 1147
2024
Q4 		$5.31K Sell
134
-1
-0.7% -$39 ﹤0.01% 1308
2024
Q3 		$5.21K Hold
135
– – ﹤0.01% 1245
2024
Q2 		$4.99K Buy
+135
New +$4.88K ﹤0.01% 1197

Other funds holding JULT

WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
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
CF
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

Coppell Advisory Solutions's JULT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q1 2025, closing a stake of 134 shares — an estimated $5.31K sold.

Coppell Advisory Solutions first reported a position in JULT in Q2 2024 and held it in 3 quarters. The position peaked at $5.31K in Q4 2024. 39 funds tracked by Wall St. Rank hold JULT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 134 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2025, an estimated $5.31K.
  • Coppell Advisory Solutions first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $5.31K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.