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

Greenbush 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 Q2	$212K	Buy	+4,440	New	+$208K	0.06%	34

Other funds holding JULT

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $1.28T AUM 58.89% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Greenbush Financial Group's JULT Position: Q2 2026 in Review

Greenbush Financial Group opened a new position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2026: 4,440 shares worth $212K. The stake represents 0.06% of the portfolio and ranks #34 among its holdings.

44 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

Greenbush Financial Group held 4,440 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $212K as of Q2 2026.
AllianzIM U.S. Equity Buffer10 Jul ETF was a new Greenbush Financial Group position in Q2 2026.
AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.06% of Greenbush Financial Group's portfolio in Q2 2026, its #34 holding.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.