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Csenge Advisory Group’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Csenge Advisory Group’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
2024
Q3 		– Sell
-5,552
Closed -$205K – 736
2024
Q2 		$205K Buy
+5,552
New +$201K 0.01% 622
2024
Q1 		– Sell
-6,029
Closed -$203K – 733
2023
Q4 		$203K Buy
+6,029
New +$192K 0.01% 621

Other funds holding JULT

KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Csenge Advisory Group's JULT Position: Q3 2024 in Review

Csenge Advisory Group sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q3 2024, closing a stake of 5,552 shares — an estimated $205K sold.

Csenge Advisory Group first reported a position in JULT in Q4 2023 and held it in 2 quarters. The position peaked at $205K in Q2 2024. 39 funds tracked by Wall St. Rank hold JULT as of Q3 2024.

  • Csenge Advisory Group reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q3 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 5,552 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q3 2024, an estimated $205K.
  • Csenge Advisory Group first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2023 and held it in 2 quarters.
  • Csenge Advisory Group's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $205K in Q2 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q3 2024.

Based on Csenge Advisory Group's 13F filing for Q3 2024, filed 13 Nov 2024.