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Kaye Capital Management’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Kaye Capital Management’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
2025
Q1 		– Sell
-328,026
Closed -$12.9M – 45
2024
Q4 		$12.9M Sell
328,026
-5,570
-2% -$219K 5.87% 7
2024
Q3 		$12.9M Buy
333,596
+319,948
+2,344% +$12M 5.17% 9
2024
Q2 		$505K Sell
13,648
-1,072
-7% -$38.7K 0.21% 27
2024
Q1 		$528K Sell
14,720
-1,893
-11% -$65.6K 0.23% 26
2023
Q4 		$567K Sell
16,613
-2,027
-11% -$64.6K 0.25% 25
2023
Q3 		$575K Buy
+18,640
New +$590K 0.26% 24

Other funds holding JULT

WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

Kaye Capital Management's JULT Position: Q1 2025 in Review

Kaye Capital Management sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q1 2025, closing a stake of 328,026 shares — an estimated $12.9M sold.

Kaye Capital Management first reported a position in JULT in Q3 2023 and held it in 6 quarters. The position peaked at $12.9M in Q4 2024. 39 funds tracked by Wall St. Rank hold JULT as of Q1 2025.

  • Kaye Capital Management reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q1 2025 after selling out during the quarter.
  • Kaye Capital Management sold 328,026 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2025, an estimated $12.9M.
  • Kaye Capital Management first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q3 2023 and held it in 6 quarters.
  • Kaye Capital Management's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $12.9M in Q4 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2025.

Based on Kaye Capital Management's 13F filing for Q1 2025, filed 2 May 2025.