Envestnet Portfolio Solutions
JULT icon

Envestnet Portfolio Solutions’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		– Sell
-5,747
Closed -$220K – 1602
2025
Q1 		$220K Buy
5,747
+660
+13% +$26.1K ﹤0.01% 1455
2024
Q4 		$201K Buy
+5,087
New +$200K ﹤0.01% 1697

Other funds holding JULT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Envestnet Portfolio Solutions's JULT Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2025, closing a stake of 5,747 shares — an estimated $220K sold.

Envestnet Portfolio Solutions first reported a position in JULT in Q4 2024 and held it in 2 quarters. The position peaked at $220K in Q1 2025. 43 funds tracked by Wall St. Rank hold JULT as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 5,747 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2025, an estimated $220K.
  • Envestnet Portfolio Solutions first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $220K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.