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Modern Wealth Management’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Modern Wealth Management’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
-10,645
Closed -$471K – 1130
2026
Q1 		$471K Sell
10,645
-1,363
-11% -$61.2K 0.01% 590
2025
Q4 		$539K Buy
+12,008
New +$531K 0.01% 518

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

Modern Wealth Management's JULT Position: Q2 2026 in Review

Modern Wealth Management sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2026, closing a stake of 10,645 shares — an estimated $471K sold.

Modern Wealth Management first reported a position in JULT in Q4 2025 and held it in 2 quarters. The position peaked at $539K in Q4 2025. 43 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

  • Modern Wealth Management reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q2 2026 after selling out during the quarter.
  • Modern Wealth Management sold 10,645 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $471K.
  • Modern Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2025 and held it in 2 quarters.
  • Modern Wealth Management's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $539K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.