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Oliver Lagore Vanvalin Investment Group’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025
Q2 		$67.6K Buy
+1,768
New +$68.9K 0.03% 215
2024
Q4 		$69.8K Hold
1,768
– – 0.02% 221
2024
Q3 		$68.4K Hold
1,768
– – 0.02% 215
2024
Q2 		$65.4K Hold
1,768
– – 0.02% 210
2024
Q1 		$63.4K Sell
1,768
-48
-3% -$1.66K 0.02% 225
2023
Q4 		$61K Sell
1,816
-22
-1% -$701 0.02% 200
2023
Q3 		$56.7K Buy
1,838
+70
+4% +$2.22K 0.02% 227
2023
Q2 		$55.9K Buy
+1,768
New +$52.8K 0.02% 241

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 $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $374B AUM 17.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's JULT Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2025: 1,768 shares worth $67.6K. The stake represents 0.03% of the portfolio and ranks #215 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in JULT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in JULT in Q2 2023 and has held it in 8 quarters since. The position peaked at $69.8K in Q4 2024. 43 funds tracked by Wall St. Rank hold JULT as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 1,768 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $67.6K as of Q2 2025.
  • AllianzIM U.S. Equity Buffer10 Jul ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #215 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q2 2023 and has held it in 8 quarters since.
  • Oliver Lagore Vanvalin Investment Group's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $69.8K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.