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 Q2	$3.25M	Buy	68,011 +10,645	+19%	+$498K	﹤0.01%	3222
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

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

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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

LPL Financial's JULT Position: Q2 2026 in Review

LPL Financial increased its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 19% in Q2 2026, buying an estimated $498K and bringing the position to 68,011 shares worth $3.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

LPL Financial first reported a position in JULT in Q1 2023 and has held it in 10 quarters since. 43 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

LPL Financial held 68,011 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $3.25M as of Q2 2026.
LPL Financial bought 10,645 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $498K.
AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3222 holding.
LPL Financial first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q1 2023 and has held it in 10 quarters since.
43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

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