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

Focus Financial Network’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	$412K	Sell	8,627 -20	-0.2%	-$936	0.01%	536
2026 Q1	$380K	Hold	8,647	–	–	0.01%	539
2025 Q4	$388K	Sell	8,647 -322	-4%	-$14.2K	0.01%	516
2025 Q3	$394K	Hold	8,969	–	–	0.01%	515
2025 Q2	$374K	Sell	8,969 -2	-0%	-$78	0.01%	510
2025 Q1	$343K	Sell	8,971 -5	-0.1%	-$198	0.01%	513
2024 Q4	$354K	Buy	8,976 +18	+0.2%	+$709	0.01%	503
2024 Q3	$347K	Buy	8,958 +195	+2%	+$7.32K	0.01%	501
2024 Q2	$329K	Buy	8,763 +1,536	+21%	+$55.5K	0.01%	503
2024 Q1	$253K	Hold	7,227	–	–	0.01%	539
2023 Q4	$243K	Buy	+7,227	New	+$230K	0.01%	633

Other funds holding JULT

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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 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

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

Focus Financial Network's JULT Position: Q2 2026 in Review

Focus Financial Network reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 0.23% in Q2 2026, selling an estimated $936 and leaving 8,627 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #536.

Focus Financial Network first reported a position in JULT in Q4 2023 and has held it in 11 quarters since. 24 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

Focus Financial Network held 8,627 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $412K as of Q2 2026.
Focus Financial Network sold 20 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $936.
AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #536 holding.
Focus Financial Network first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2023 and has held it in 11 quarters since.
24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.