Jim Saulnier & Associates’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Jim Saulnier & Associates’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	$1.28M	Hold	26,872	–	–	0.52%	42
2026 Q1	$1.18M	Hold	26,872	–	–	0.57%	43
2025 Q4	$1.21M	Hold	26,872	–	–	0.63%	40
2025 Q3	$1.18M	Sell	26,872 -2,775	-9%	-$119K	0.66%	39
2025 Q2	$1.24M	Sell	29,647 -4,008	-12%	-$156K	0.84%	31
2025 Q1	$1.29M	Hold	33,655	–	–	1%	27
2024 Q4	$1.33M	Hold	33,655	–	–	1.15%	23
2024 Q3	$1.3M	Buy	+33,655	New	+$1.26M	1.27%	18

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jim Saulnier & Associates's JULT Position: Q2 2026 in Review

Jim Saulnier & Associates held its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) position steady in Q2 2026 at 26,872 shares worth $1.28M. The position accounts for 0.52% of the portfolio, ranked #42.

Jim Saulnier & Associates first reported a position in JULT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q4 2024. 24 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

Jim Saulnier & Associates held 26,872 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $1.28M as of Q2 2026.
Jim Saulnier & Associates left its AllianzIM U.S. Equity Buffer10 Jul ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.52% of Jim Saulnier & Associates's portfolio in Q2 2026, its #42 holding.
Jim Saulnier & Associates first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q3 2024 and has held it in 8 quarters since.
Jim Saulnier & Associates's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $1.33M in Q4 2024.
24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.