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FWG Investments’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

FWG Investments’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
Q3 		– Sell
-29,416
Closed -$1.09M – 125
2024
Q2 		$1.09M Buy
+29,416
New +$1.06M 1.1% 24
2024
Q1 		– Sell
-29,558
Closed -$993K – 118
2023
Q4 		$993K Buy
+29,558
New +$942K 1.23% 20

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 $71.6B AUM 21.08% 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 $374B AUM 17.66% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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 $205M AUM 10.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FWG Investments's JULT Position: Q3 2024 in Review

FWG Investments sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q3 2024, closing a stake of 29,416 shares — an estimated $1.09M sold.

FWG Investments first reported a position in JULT in Q4 2023 and held it in 2 quarters. The position peaked at $1.09M in Q2 2024. 39 funds tracked by Wall St. Rank hold JULT as of Q3 2024.

  • FWG Investments reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q3 2024 after selling out during the quarter.
  • FWG Investments sold 29,416 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q3 2024, an estimated $1.09M.
  • FWG Investments first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2023 and held it in 2 quarters.
  • FWG Investments's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $1.09M in Q2 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q3 2024.

Based on FWG Investments's 13F filing for Q3 2024, filed 14 Nov 2024.