Envestnet Asset Management
JULT icon

Envestnet Asset Management’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Envestnet Asset 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 		$1.54M Sell
32,207
-2,624
-8% -$123K ﹤0.01% 3343
2026
Q1 		$1.53M Buy
34,831
+43
+0.1% +$1.93K ﹤0.01% 3186
2025
Q4 		$1.56M Sell
34,788
-396
-1% -$17.5K ﹤0.01% 3012
2025
Q3 		$1.54M Buy
35,184
+1,399
+4% +$59.9K ﹤0.01% 3060
2025
Q2 		$1.41M Sell
33,785
-5,045
-13% -$197K ﹤0.01% 3052
2025
Q1 		$1.49M Buy
38,830
+353
+0.9% +$14K ﹤0.01% 2933
2024
Q4 		$1.52M Buy
38,477
+2,192
+6% +$86.3K ﹤0.01% 2868
2024
Q3 		$1.4M Buy
36,285
+9,300
+34% +$349K ﹤0.01% 2903
2024
Q2 		$998K Buy
26,985
+2,109
+8% +$76.2K ﹤0.01% 3045
2024
Q1 		$892K Sell
24,876
-1,656
-6% -$57.4K ﹤0.01% 3109
2023
Q4 		$891K Sell
26,532
-257
-1% -$8.19K ﹤0.01% 3016
2023
Q3 		$827K Buy
+26,789
New +$848K ﹤0.01% 2940
2023
Q1 		– Sell
-24,511
Closed -$679K – 4040
2022
Q4 		$679K Buy
24,511
+479
+2% +$13.2K ﹤0.01% 2914
2022
Q3 		$628K Buy
24,032
+4,719
+24% +$132K ﹤0.01% 2876
2022
Q2 		$522K Buy
+19,313
New +$533K ﹤0.01% 3028

Other funds holding JULT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Susquehanna International Group
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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Envestnet Asset Management's JULT Position: Q2 2026 in Review

Envestnet Asset Management reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 7.5% in Q2 2026, selling an estimated $123K and leaving 32,207 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #3343.

Envestnet Asset Management first reported a position in JULT in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.56M in Q4 2025. 43 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

  • Envestnet Asset Management held 32,207 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $1.54M as of Q2 2026.
  • Envestnet Asset Management sold 2,624 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $123K.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3343 holding.
  • Envestnet Asset Management first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q2 2022 and has held it in 15 quarters since.
  • Envestnet Asset Management's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $1.56M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.