Kestra Advisory Services’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Kestra Advisory Services’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	$345K	Sell	7,228 -2,691	-27%	-$126K	﹤0.01%	2636
2026 Q1	$436K	Buy	9,919 +4,396	+80%	+$197K	﹤0.01%	2324
2025 Q4	$248K	Sell	5,523 -612	-10%	-$27.1K	﹤0.01%	2704
2025 Q3	$269K	Sell	6,135 -696	-10%	-$29.8K	﹤0.01%	2530
2025 Q2	$285K	Buy	+6,831	New	+$266K	﹤0.01%	2393
2025 Q1	–	Sell	-7,131	Closed	-$281K	–	2835
2024 Q4	$281K	Buy	+7,131	New	+$281K	﹤0.01%	2267
2024 Q3	–	Sell	-8,141	Closed	-$301K	–	2653
2024 Q2	$301K	Buy	8,141 +866	+12%	+$31.3K	﹤0.01%	2111
2024 Q1	$261K	Sell	7,275 -200	-3%	-$6.93K	﹤0.01%	2101
2023 Q4	$251K	Buy	+7,475	New	+$238K	﹤0.01%	1968

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 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

Kestra Advisory Services's JULT Position: Q2 2026 in Review

Kestra Advisory Services reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 27% in Q2 2026, selling an estimated $126K and leaving 7,228 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #2636.

Kestra Advisory Services first reported a position in JULT in Q4 2023 and has held it in 9 quarters since. The position peaked at $436K in Q1 2026. 24 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

Kestra Advisory Services held 7,228 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $345K as of Q2 2026.
Kestra Advisory Services sold 2,691 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $126K.
AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2636 holding.
Kestra Advisory Services first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2023 and has held it in 9 quarters since.
Kestra Advisory Services's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $436K in Q1 2026.
24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.