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Paladin Wealth’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Paladin Wealth’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 		– Sell
-4,558
Closed -$200K – 139
2026
Q1 		$200K Sell
4,558
-761
-14% -$34.2K 0.14% 122
2025
Q4 		$239K Sell
5,319
-286
-5% -$12.7K 0.16% 116
2025
Q3 		$246K Buy
5,605
+164
+3% +$7.02K 0.18% 107
2025
Q2 		$227K Buy
+5,441
New +$212K 0.18% 108

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

Paladin Wealth's JULT Position: Q2 2026 in Review

Paladin Wealth sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2026, closing a stake of 4,558 shares — an estimated $200K sold.

Paladin Wealth first reported a position in JULT in Q2 2025 and held it in 4 quarters. The position peaked at $246K in Q3 2025. 24 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

  • Paladin Wealth reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q2 2026 after selling out during the quarter.
  • Paladin Wealth sold 4,558 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $200K.
  • Paladin Wealth first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q2 2025 and held it in 4 quarters.
  • Paladin Wealth's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $246K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.