LPL Financial
JULT icon

LPL Financial’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

LPL Financial’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 		$2.52M Sell
57,366
-543
-0.9% -$24.4K ﹤0.01% 3276
2025
Q4 		$2.6M Buy
57,909
+2,268
+4% +$100K ﹤0.01% 3148
2025
Q3 		$2.44M Buy
55,641
+32,618
+142% +$1.4M ﹤0.01% 3142
2025
Q2 		$961K Buy
23,023
+13,825
+150% +$539K ﹤0.01% 3796
2025
Q1 		$352K Sell
9,198
-529
-5% -$20.9K ﹤0.01% 4464
2024
Q4 		$384K Sell
9,727
-1,715
-15% -$67.5K ﹤0.01% 4320
2024
Q3 		$443K Buy
+11,442
New +$429K ﹤0.01% 4106
2024
Q2 		– Sell
-13,475
Closed -$483K – 5082
2024
Q1 		$483K Buy
+13,475
New +$467K ﹤0.01% 3812
2023
Q2 		– Sell
-20,055
Closed -$586K – 4637
2023
Q1 		$586K Buy
+20,055
New +$574K ﹤0.01% 3192

Other funds holding JULT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $893B AUM 36.07% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

LPL Financial's JULT Position: Q1 2026 in Review

LPL Financial reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 0.94% in Q1 2026, selling an estimated $24.4K and leaving 57,366 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #3276.

LPL Financial first reported a position in JULT in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.6M in Q4 2025. 44 funds tracked by Wall St. Rank hold JULT as of Q1 2026.

  • LPL Financial held 57,366 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $2.52M as of Q1 2026.
  • LPL Financial sold 543 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2026, an estimated $24.4K.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3276 holding.
  • LPL Financial first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q1 2023 and has held it in 9 quarters since.
  • LPL Financial's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $2.6M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.