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Founders Financial Securities’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Founders Financial Securities’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 		$573K Hold
12,000
– – 0.03% 366
2026
Q1 		$545K Hold
12,000
– – 0.03% 355
2025
Q4 		$539K Hold
12,000
– – 0.03% 375
2025
Q3 		$526K Buy
+12,000
New +$513K 0.04% 333

Other funds holding JULT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
AA
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
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Founders Financial Securities's JULT Position: Q2 2026 in Review

Founders Financial Securities held its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) position steady in Q2 2026 at 12,000 shares worth $573K. The position accounts for 0.03% of the portfolio, ranked #366.

Founders Financial Securities first reported a position in JULT in Q3 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

  • Founders Financial Securities held 12,000 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $573K as of Q2 2026.
  • Founders Financial Securities left its AllianzIM U.S. Equity Buffer10 Jul ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.03% of Founders Financial Securities's portfolio in Q2 2026, its #366 holding.
  • Founders Financial Securities first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q3 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.