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

Lloyd 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 Q1	$53.6K	Buy	+1,220	New	+$54.8K	0.02%	267
2024 Q1	–	Sell	-45,443	Closed	-$1.53M	–	156
2023 Q4	$1.53M	Buy	+45,443	New	+$1.45M	0.72%	30
2022 Q2	–	Sell	-251	Closed	-$7K	–	324
2022 Q1	$7K	Sell	251 -162,983	-100%	-$4.66M	﹤0.01%	422
2021 Q4	$4.79M	Sell	163,234 -418	-0.3%	-$12K	2.21%	10
2021 Q3	$4.56M	Sell	163,652 -2,473	-1%	-$69.6K	2.34%	10
2021 Q2	$4.62M	Sell	166,125 -116,106	-41%	-$3.22M	2.33%	12
2021 Q1	$7.76M	Buy	+282,231	New	+$7.63M	4.22%	6

Other funds holding JULT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $893B AUM 36.07% 1-Year Est. Return

Lloyd Advisory Services's JULT Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q1 2026: 1,220 shares worth $53.6K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in JULT as recently as Q4 2023.

Lloyd Advisory Services first reported a position in JULT in Q1 2021 and has held it in 7 quarters since. The position peaked at $7.76M in Q1 2021. 44 funds tracked by Wall St. Rank hold JULT as of Q1 2026.

Lloyd Advisory Services held 1,220 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $53.6K as of Q1 2026.
AllianzIM U.S. Equity Buffer10 Jul ETF was a new Lloyd Advisory Services position in Q1 2026.
AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q1 2026, its #267 holding.
Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q1 2021 and has held it in 7 quarters since.
Lloyd Advisory Services's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $7.76M in Q1 2021.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.