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 Q3	$401K	Sell	8,222 -405	-5%	-$19.6K	0.01%	547
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 $77B AUM 19.24% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Focus Financial Network's JULT Position: Q3 2026 in Review

Focus Financial Network reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 4.7% in Q3 2026, selling an estimated $19.6K and leaving 8,222 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #547.

Focus Financial Network first reported a position in JULT in Q4 2023 and has held it in 12 quarters since. The position peaked at $412K in Q2 2026. 22 funds tracked by Wall St. Rank hold JULT as of Q3 2026.

Focus Financial Network held 8,222 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $401K as of Q3 2026.
Focus Financial Network sold 405 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q3 2026, an estimated $19.6K.
AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #547 holding.
Focus Financial Network first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2023 and has held it in 12 quarters since.
Focus Financial Network's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $412K in Q2 2026.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.