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

Nations Financial Group’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 		$209K Sell
4,369
-943
-18% -$44.1K 0.01% 748
2026
Q1 		$234K Buy
5,312
+96
+2% +$4.31K 0.01% 695
2025
Q4 		$234K Sell
5,216
-1,962
-27% -$86.8K 0.01% 677
2025
Q3 		$315K Buy
7,178
+383
+6% +$16.4K 0.02% 590
2025
Q2 		$284K Buy
6,795
+1,133
+20% +$44.1K 0.02% 574
2025
Q1 		$217K Sell
5,662
-2,502
-31% -$99.1K 0.02% 594
2024
Q4 		$322K Hold
8,164
– – 0.02% 536
2024
Q3 		$316K Sell
8,164
-56
-0.7% -$2.1K 0.02% 553
2024
Q2 		$304K Hold
8,220
– – 0.02% 533
2024
Q1 		$295K Buy
8,220
+314
+4% +$10.9K 0.02% 527
2023
Q4 		$266K Buy
7,906
+38
+0.5% +$1.21K 0.02% 542
2023
Q3 		$243K Sell
7,868
-338
-4% -$10.7K 0.02% 538
2023
Q2 		$260K Buy
8,206
+1,186
+17% +$35.4K 0.03% 538
2023
Q1 		$205K Buy
+7,020
New +$201K 0.02% 575

Other funds holding JULT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Nations Financial Group's JULT Position: Q2 2026 in Review

Nations Financial Group reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 18% in Q2 2026, selling an estimated $44.1K and leaving 4,369 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #748.

Nations Financial Group first reported a position in JULT in Q1 2023 and has held it in 14 quarters since. The position peaked at $322K in Q4 2024. 24 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

  • Nations Financial Group held 4,369 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $209K as of Q2 2026.
  • Nations Financial Group sold 943 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $44.1K.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #748 holding.
  • Nations Financial Group first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q1 2023 and has held it in 14 quarters since.
  • Nations Financial Group's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $322K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.