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

Independent 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	$379K	Sell	7,926 -755	-9%	-$35.3K	0.01%	1111
2026 Q1	$382K	Buy	8,681 +2,202	+34%	+$98.9K	0.01%	1057
2025 Q4	$291K	Sell	6,479 -5,200	-45%	-$230K	0.01%	1167
2025 Q3	$512K	Hold	11,679	–	–	0.01%	846
2025 Q2	$488K	Sell	11,679 -2,640	-18%	-$103K	0.01%	794
2025 Q1	$548K	Sell	14,319 -5,525	-28%	-$219K	0.02%	676
2024 Q4	$783K	Hold	19,844	–	–	0.03%	549
2024 Q3	$768K	Hold	19,844	–	–	0.03%	517
2024 Q2	$734K	Sell	19,844 -411	-2%	-$14.8K	0.03%	483
2024 Q1	$726K	Sell	20,255 -5,950	-23%	-$206K	0.03%	471
2023 Q4	$880K	Buy	26,205 +1,300	+5%	+$41.4K	0.05%	392
2023 Q3	$768K	Buy	24,905 +3,655	+17%	+$116K	0.05%	385
2023 Q2	$672K	Buy	+21,250	New	+$635K	0.05%	403

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

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

Independent Financial Group reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 8.7% in Q2 2026, selling an estimated $35.3K and leaving 7,926 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #1111.

Independent Financial Group first reported a position in JULT in Q2 2023 and has held it in 13 quarters since. The position peaked at $880K in Q4 2023. 44 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

Independent Financial Group held 7,926 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $379K as of Q2 2026.
Independent Financial Group sold 755 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $35.3K.
AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1111 holding.
Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q2 2023 and has held it in 13 quarters since.
Independent Financial Group's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $880K in Q4 2023.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.