Creative Financial Designs’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Creative Financial Designs’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	$78.3K	Hold	1,639	–	–	﹤0.01%	871
2026 Q1	$72K	Buy	1,639 +139	+9%	+$6.24K	﹤0.01%	772
2025 Q4	$67.3K	Hold	1,500	–	–	﹤0.01%	771
2025 Q3	$65.8K	Hold	1,500	–	–	﹤0.01%	760
2025 Q2	$62.6K	Hold	1,500	–	–	﹤0.01%	790
2025 Q1	$57.4K	Hold	1,500	–	–	﹤0.01%	784
2024 Q4	$59.2K	Hold	1,500	–	–	﹤0.01%	735
2024 Q3	$58K	Hold	1,500	–	–	﹤0.01%	740
2024 Q2	$55.5K	Hold	1,500	–	–	﹤0.01%	728
2024 Q1	$53.8K	Hold	1,500	–	–	0.01%	712
2023 Q4	$50.4K	Hold	1,500	–	–	0.01%	680
2023 Q3	$46.3K	Hold	1,500	–	–	0.01%	651
2023 Q2	$47.5K	Hold	1,500	–	–	0.01%	646
2023 Q1	$43.9K	Hold	1,500	–	–	0.01%	627
2022 Q4	$41.5K	Hold	1,500	–	–	0.01%	603
2022 Q3	$39K	Buy	+1,500	New	+$41.9K	0.01%	602

Other funds holding JULT

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

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

Creative Financial Designs's JULT Position: Q2 2026 in Review

Creative Financial Designs held its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) position steady in Q2 2026 at 1,639 shares worth $78.3K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Creative Financial Designs first reported a position in JULT in Q3 2022 and has held it in 16 quarters since. 24 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

Creative Financial Designs held 1,639 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $78.3K as of Q2 2026.
Creative Financial Designs left its AllianzIM U.S. Equity Buffer10 Jul ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #871 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q3 2022 and has held it in 16 quarters since.
24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.