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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
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

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Modern Wealth Management's JULT Position: Q1 2026 in Review

Modern Wealth Management reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 11% in Q1 2026, selling an estimated $61.2K and leaving 10,645 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #590.

Modern Wealth Management first reported a position in JULT in Q4 2025 and has held it in 2 quarters since. The position peaked at $539K in Q4 2025. 44 funds tracked by Wall St. Rank hold JULT as of Q1 2026.

  • Modern Wealth Management held 10,645 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $471K as of Q1 2026.
  • Modern Wealth Management sold 1,363 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2026, an estimated $61.2K.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #590 holding.
  • Modern Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2025 and has held it in 2 quarters since.
  • Modern Wealth Management's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $539K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.