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
Q2 		$4.12M Sell
86,318
-19,652
-19% -$920K ﹤0.01% 2895
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $1.28T AUM 58.89% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Raymond James Financial's JULT Position: Q2 2026 in Review

Raymond James Financial reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 19% in Q2 2026, selling an estimated $920K and leaving 86,318 shares worth $4.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2895.

Raymond James Financial first reported a position in JULT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.26M in Q4 2025. 43 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

  • Raymond James Financial held 86,318 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $4.12M as of Q2 2026.
  • Raymond James Financial sold 19,652 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $920K.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2895 holding.
  • Raymond James Financial first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $5.26M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.