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

Nvest Financial’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	$587K	Hold	12,281	–	–	0.19%	90
2026 Q1	$540K	Sell	12,281 -358	-3%	-$16.1K	0.2%	87
2025 Q4	$567K	Buy	12,639 +1,801	+17%	+$79.7K	0.24%	77
2025 Q3	$476K	Buy	10,838 +2,859	+36%	+$122K	0.27%	73
2025 Q2	$333K	Hold	7,979	–	–	0.17%	84
2025 Q1	$305K	Buy	7,979 +145	+2%	+$5.74K	0.16%	83
2024 Q4	$309K	Hold	7,834	–	–	0.16%	96
2024 Q3	$303K	Buy	+7,834	New	+$294K	0.17%	77

Other funds holding JULT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Nvest Financial's JULT Position: Q2 2026 in Review

Nvest Financial held its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) position steady in Q2 2026 at 12,281 shares worth $587K. The position accounts for 0.19% of the portfolio, ranked #90.

Nvest Financial first reported a position in JULT in Q3 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

Nvest Financial held 12,281 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $587K as of Q2 2026.
Nvest Financial left its AllianzIM U.S. Equity Buffer10 Jul ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.19% of Nvest Financial's portfolio in Q2 2026, its #90 holding.
Nvest Financial first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q3 2024 and has held it in 8 quarters since.
24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.