Elevation Wealth Management’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Elevation Wealth Management’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	$254K	Hold	5,320	–	–	0.19%	119
2026 Q1	$234K	Hold	5,320	–	–	0.21%	114
2025 Q4	$239K	Buy	+5,320	New	+$235K	0.23%	113

Other funds holding JULT

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Elevation Wealth Management's JULT Position: Q2 2026 in Review

Elevation Wealth Management held its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) position steady in Q2 2026 at 5,320 shares worth $254K. The position accounts for 0.19% of the portfolio, ranked #119.

Elevation Wealth Management first reported a position in JULT in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

Elevation Wealth Management held 5,320 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $254K as of Q2 2026.
Elevation Wealth Management left its AllianzIM U.S. Equity Buffer10 Jul ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.19% of Elevation Wealth Management's portfolio in Q2 2026, its #119 holding.
Elevation Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2025 and has held it in 3 quarters since.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.