Raymond James Financial
JULT icon

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

Raymond James 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
Q1 		$4.66M Sell
105,970
-11,252
-10% -$505K ﹤0.01% 2643
2025
Q4 		$5.26M Buy
117,222
+71,300
+155% +$3.15M ﹤0.01% 2474
2025
Q3 		$2.01M Buy
45,922
+14,498
+46% +$620K ﹤0.01% 3166
2025
Q2 		$1.31M Buy
31,424
+25,072
+395% +$977K ﹤0.01% 3393
2025
Q1 		$243K Sell
6,352
-14
-0.2% -$554 ﹤0.01% 4325
2024
Q4 		$251K Buy
+6,366
New +$251K ﹤0.01% 4285

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 $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 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 $424B AUM 22.96% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Raymond James Financial's JULT Position: Q1 2026 in Review

Raymond James Financial reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 9.6% in Q1 2026, selling an estimated $505K and leaving 105,970 shares worth $4.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2643.

Raymond James Financial first reported a position in JULT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.26M in Q4 2025. 44 funds tracked by Wall St. Rank hold JULT as of Q1 2026.

  • Raymond James Financial held 105,970 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $4.66M as of Q1 2026.
  • Raymond James Financial sold 11,252 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2026, an estimated $505K.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2643 holding.
  • Raymond James Financial first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $5.26M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.