Grantvest Financial Group’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Grantvest Financial Group’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 Q1	$941K	Sell	21,411 -233	-1%	-$10.5K	0.61%	35
2025 Q4	$971K	Sell	21,644 -424	-2%	-$18.8K	0.62%	36
2025 Q3	$968K	Sell	22,068 -1,851	-8%	-$79.2K	0.67%	36
2025 Q2	$999K	Sell	23,919 -183	-0.8%	-$7.13K	0.74%	34
2025 Q1	$922K	Hold	24,102	–	–	0.75%	32
2024 Q4	$951K	Buy	+24,102	New	+$949K	1.06%	29

Other funds holding JULT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Grantvest Financial Group's JULT Position: Q1 2026 in Review

Grantvest Financial Group reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 1.1% in Q1 2026, selling an estimated $10.5K and leaving 21,411 shares worth $941K. The position accounts for 0.61% of the portfolio, ranked #35.

Grantvest Financial Group first reported a position in JULT in Q4 2024 and has held it in 6 quarters since. The position peaked at $999K in Q2 2025. 44 funds tracked by Wall St. Rank hold JULT as of Q1 2026.

Grantvest Financial Group held 21,411 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $941K as of Q1 2026.
Grantvest Financial Group sold 233 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2026, an estimated $10.5K.
AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.61% of Grantvest Financial Group's portfolio in Q1 2026, its #35 holding.
Grantvest Financial Group first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2024 and has held it in 6 quarters since.
Grantvest Financial Group's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $999K in Q2 2025.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.