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Retirement Group’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Retirement 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
2022
Q4 		– Sell
-5,052
Closed -$132K – 681
2022
Q3 		$132K Buy
5,052
+4,302
+574% +$120K 0.11% 75
2022
Q2 		$20K Buy
+750
New +$20.7K 0.01% 320

Other funds holding JULT

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Retirement Group's JULT Position: Q4 2022 in Review

Retirement Group sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q4 2022, closing a stake of 5,052 shares — an estimated $132K sold.

Retirement Group first reported a position in JULT in Q2 2022 and held it in 2 quarters. The position peaked at $132K in Q3 2022. 20 funds tracked by Wall St. Rank hold JULT as of Q4 2022.

  • Retirement Group reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q4 2022 after selling out during the quarter.
  • Retirement Group sold 5,052 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q4 2022, an estimated $132K.
  • Retirement Group first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q2 2022 and held it in 2 quarters.
  • Retirement Group's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $132K in Q3 2022.
  • 20 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q4 2022.

Based on Retirement Group's 13F filing for Q4 2022, filed 15 Feb 2023.