Farther Finance Advisors’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Farther Finance Advisors’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	$30.4K	Buy	+636	New	+$29.8K	﹤0.01%	3650
2024 Q4	–	Sell	-4,000	Closed	-$155K	–	4083
2024 Q3	$155K	Hold	4,000	–	–	0.01%	1106
2024 Q2	$148K	Hold	4,000	–	–	0.01%	966
2024 Q1	$143K	Hold	4,000	–	–	0.01%	814
2023 Q4	$134K	Hold	4,000	–	–	0.01%	692
2023 Q3	$123K	Sell	4,000 -1,400	-26%	-$44.3K	0.02%	494
2023 Q2	$171K	Sell	5,400 -66	-1%	-$1.97K	0.04%	337
2023 Q1	$160K	Hold	5,466	–	–	0.05%	296
2022 Q4	$151K	Buy	+5,466	New	+$151K	0.06%	258

Other funds holding JULT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Farther Finance Advisors's JULT Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2026: 636 shares worth $30.4K. The stake represents ﹤0.01% of the portfolio and ranks #3650 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in JULT as recently as Q3 2024.

Farther Finance Advisors first reported a position in JULT in Q4 2022 and has held it in 9 quarters since. The position peaked at $171K in Q2 2023. 20 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

Farther Finance Advisors held 636 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $30.4K as of Q2 2026.
AllianzIM U.S. Equity Buffer10 Jul ETF was a new Farther Finance Advisors position in Q2 2026.
AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3650 holding.
Farther Finance Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2022 and has held it in 9 quarters since.
Farther Finance Advisors's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $171K in Q2 2023.
20 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.