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

Gradient 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
2026 Q2	–	Sell	-589,481	Closed	-$25.9M	–	463
2026 Q1	$25.9M	Buy	589,481 +6,880	+1%	+$309K	0.4%	71
2025 Q4	$26.1M	Sell	582,601 -25,527	-4%	-$1.13M	0.42%	77
2025 Q3	$26.7M	Buy	608,128 +2,621	+0.4%	+$112K	0.45%	72
2025 Q2	$25.3M	Buy	+605,507	New	+$23.6M	0.46%	73

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

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

Gradient Investments's JULT Position: Q2 2026 in Review

Gradient Investments sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2026, closing a stake of 589,481 shares — an estimated $25.9M sold.

Gradient Investments first reported a position in JULT in Q2 2025 and held it in 4 quarters. The position peaked at $26.7M in Q3 2025. 24 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

Gradient Investments reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q2 2026 after selling out during the quarter.
Gradient Investments sold 589,481 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $25.9M.
Gradient Investments first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q2 2025 and held it in 4 quarters.
Gradient Investments's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $26.7M in Q3 2025.
24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.