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Financial Network Wealth Advisors’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Financial Network Wealth 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
2024
Q4 		– Sell
-5,531
Closed -$214K – 672
2024
Q3 		$214K Hold
5,531
– – 0.18% 105
2024
Q2 		$205K Sell
5,531
-640
-10% -$23.1K 0.15% 133
2024
Q1 		$221K Sell
6,171
-592
-9% -$20.5K 0.22% 110
2023
Q4 		$227K Buy
+6,763
New +$216K 0.24% 103

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
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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Financial Network Wealth Advisors's JULT Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q4 2024, closing a stake of 5,531 shares — an estimated $214K sold.

Financial Network Wealth Advisors first reported a position in JULT in Q4 2023 and held it in 4 quarters. The position peaked at $227K in Q4 2023. 44 funds tracked by Wall St. Rank hold JULT as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 5,531 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q4 2024, an estimated $214K.
  • Financial Network Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2023 and held it in 4 quarters.
  • Financial Network Wealth Advisors's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $227K in Q4 2023.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.