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

Corrado 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
2023 Q4	–	Sell	-48,181	Closed	-$1.49M	–	107
2023 Q3	$1.49M	Sell	48,181 -637	-1%	-$20.2K	1.02%	44
2023 Q2	$1.54M	Sell	48,818 -2,849	-6%	-$85.1K	1.08%	49
2023 Q1	$1.51M	Sell	51,667 -164	-0.3%	-$4.7K	1%	48
2022 Q4	$1.44M	Sell	51,831 -462	-0.9%	-$12.8K	1%	42
2022 Q3	$1.37M	Sell	52,293 -7,194	-12%	-$201K	1.11%	41
2022 Q2	$1.61M	Sell	59,487 -1,039	-2%	-$28.7K	1.14%	35
2022 Q1	$1.76M	Sell	60,526 -3,445	-5%	-$98.4K	1.08%	34
2021 Q4	$1.88M	Sell	63,971 -639	-1%	-$18.4K	1.12%	29
2021 Q3	$1.8M	Sell	64,610 -750	-1%	-$21.1K	1.11%	32
2021 Q2	$1.82M	Buy	+65,360	New	+$1.81M	1.12%	33

Other funds holding JULT

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

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

IFG

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Corrado Advisors's JULT Position: Q4 2023 in Review

Corrado Advisors sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q4 2023, closing a stake of 48,181 shares — an estimated $1.49M sold.

Corrado Advisors first reported a position in JULT in Q2 2021 and held it in 10 quarters. The position peaked at $1.88M in Q4 2021. 38 funds tracked by Wall St. Rank hold JULT as of Q4 2023.

Corrado Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q4 2023 after selling out during the quarter.
Corrado Advisors sold 48,181 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q4 2023, an estimated $1.49M.
Corrado Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q2 2021 and held it in 10 quarters.
Corrado Advisors's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $1.88M in Q4 2021.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q4 2023.

Based on Corrado Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.