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Money Concepts Capital’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Money Concepts Capital’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 		$645K Sell
13,499
-330
-2% -$15.4K 0.03% 377
2026
Q1 		$608K Sell
13,829
-2,418
-15% -$109K 0.03% 354
2025
Q4 		$729K Sell
16,247
-650
-4% -$28.8K 0.04% 295
2025
Q3 		$741K Buy
16,897
+2,916
+21% +$125K 0.05% 278
2025
Q2 		$584K Buy
13,981
+1,855
+15% +$72.3K 0.04% 288
2025
Q1 		$464K Buy
12,126
+300
+3% +$11.9K 0.03% 304
2024
Q4 		$467K Sell
11,826
-3,316
-22% -$131K 0.03% 301
2024
Q3 		$586K Buy
15,142
+90
+0.6% +$3.38K 0.04% 276
2024
Q2 		$557K Hold
15,052
– – 0.05% 273
2024
Q1 		$540K Sell
15,052
-305
-2% -$10.6K 0.05% 277
2023
Q4 		$516K Sell
15,357
-70
-0.5% -$2.23K 0.05% 269
2023
Q3 		$476K Buy
15,427
+1,241
+9% +$39.3K 0.05% 252
2023
Q2 		$449K Buy
+14,186
New +$424K 0.05% 264

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

Money Concepts Capital's JULT Position: Q2 2026 in Review

Money Concepts Capital reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 2.4% in Q2 2026, selling an estimated $15.4K and leaving 13,499 shares worth $645K. The position accounts for 0.03% of the portfolio, ranked #377.

Money Concepts Capital first reported a position in JULT in Q2 2023 and has held it in 13 quarters since. The position peaked at $741K in Q3 2025. 43 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

  • Money Concepts Capital held 13,499 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $645K as of Q2 2026.
  • Money Concepts Capital sold 330 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $15.4K.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.03% of Money Concepts Capital's portfolio in Q2 2026, its #377 holding.
  • Money Concepts Capital first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q2 2023 and has held it in 13 quarters since.
  • Money Concepts Capital's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $741K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.