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

Harbour 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
Q1 		$383K Sell
8,705
-3,803
-30% -$171K 0.01% 1181
2025
Q4 		$561K Sell
12,508
-3,003
-19% -$133K 0.01% 809
2025
Q3 		$681K Buy
15,511
+7,268
+88% +$311K 0.02% 700
2025
Q2 		$344K Buy
8,243
+6,784
+465% +$264K 0.01% 927
2025
Q1 		$55.8K Sell
1,459
-810
-36% -$32.1K ﹤0.01% 1703
2024
Q4 		$89.5K Sell
2,269
-4,137
-65% -$163K ﹤0.01% 1421
2024
Q3 		$248K Buy
6,406
+5,424
+552% +$204K 0.01% 924
2024
Q2 		$36.3K Buy
982
+239
+32% +$8.63K ﹤0.01% 1707
2024
Q1 		$26.6K Hold
743
– – ﹤0.01% 1810
2023
Q4 		$25K Buy
743
+443
+148% +$14.1K ﹤0.01% 1767
2023
Q3 		$9.26K Buy
+300
New +$9.5K ﹤0.01% 2057
2022
Q4 		– Sell
-200
Closed -$5K – 3059
2022
Q3 		$5K Hold
200
– – ﹤0.01% 2176
2022
Q2 		$5K Buy
+200
New +$5.51K ﹤0.01% 2176

Other funds holding JULT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 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 $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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Harbour Investments's JULT Position: Q1 2026 in Review

Harbour Investments reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 30% in Q1 2026, selling an estimated $171K and leaving 8,705 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #1181.

Harbour Investments first reported a position in JULT in Q2 2022 and has held it in 13 quarters since. The position peaked at $681K in Q3 2025. 44 funds tracked by Wall St. Rank hold JULT as of Q1 2026.

  • Harbour Investments held 8,705 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $383K as of Q1 2026.
  • Harbour Investments sold 3,803 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2026, an estimated $171K.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1181 holding.
  • Harbour Investments first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q2 2022 and has held it in 13 quarters since.
  • Harbour Investments's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $681K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.