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

Kingdom 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 		$58.3K Hold
1,220
– – 0.01% 247
2026
Q1 		$53.6K Hold
1,220
– – 0.02% 267
2025
Q4 		$54.8K Buy
+1,220
New +$54K 0.02% 252

Other funds holding JULT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $1.28T AUM 58.89% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

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

Kingdom Financial Group held its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) position steady in Q2 2026 at 1,220 shares worth $58.3K. The position accounts for 0.01% of the portfolio, ranked #247.

Kingdom Financial Group first reported a position in JULT in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

  • Kingdom Financial Group held 1,220 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $58.3K as of Q2 2026.
  • Kingdom Financial Group left its AllianzIM U.S. Equity Buffer10 Jul ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #247 holding.
  • Kingdom Financial Group first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.