Nations Financial Group
JULT icon

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
Q3 		$220K Buy
4,513
+144
+3% +$6.97K 0.01% 722
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

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Armis Advisers
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Kestra Advisory Services
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Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Aegis Wealth Management (Iowa)
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
Cambridge Investment Research Advisors
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Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Nations Financial Group's JULT Position: Q3 2026 in Review

Nations Financial Group increased its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 3.3% in Q3 2026, buying an estimated $6.97K and bringing the position to 4,513 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #722.

Nations Financial Group first reported a position in JULT in Q1 2023 and has held it in 15 quarters since. The position peaked at $322K in Q4 2024. 22 funds tracked by Wall St. Rank hold JULT as of Q3 2026.

  • Nations Financial Group held 4,513 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $220K as of Q3 2026.
  • Nations Financial Group bought 144 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q3 2026, an estimated $6.97K.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.01% of Nations Financial Group's portfolio in Q3 2026, its #722 holding.
  • Nations Financial Group first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q1 2023 and has held it in 15 quarters since.
  • Nations Financial Group's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $322K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.