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 Q2	–	Sell	-1,220	Closed	-$53.6K	–	831
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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $1.28T AUM 58.89% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

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

Lloyd Advisory Services sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2026, closing a stake of 1,220 shares — an estimated $53.6K sold.

Lloyd Advisory Services first reported a position in JULT in Q1 2021 and held it in 7 quarters. The position peaked at $7.76M in Q1 2021. 43 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

Lloyd Advisory Services reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 1,220 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $53.6K.
Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q1 2021 and held it in 7 quarters.
Lloyd Advisory Services's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $7.76M in Q1 2021.
43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.