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RFG Advisory’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

RFG Advisory’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
Q1 		– Sell
-89,647
Closed -$3.54M – 875
2024
Q4 		$3.54M Sell
89,647
-2,137
-2% -$84.2K 0.1% 157
2024
Q3 		$3.55M Buy
+91,784
New +$3.45M 0.11% 149

Other funds holding JULT

WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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 $85.1B AUM 27.35% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

RFG Advisory's JULT Position: Q1 2025 in Review

RFG Advisory sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q1 2025, closing a stake of 89,647 shares — an estimated $3.54M sold.

RFG Advisory first reported a position in JULT in Q3 2024 and held it in 2 quarters. The position peaked at $3.55M in Q3 2024. 39 funds tracked by Wall St. Rank hold JULT as of Q1 2025.

  • RFG Advisory reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q1 2025 after selling out during the quarter.
  • RFG Advisory sold 89,647 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2025, an estimated $3.54M.
  • RFG Advisory first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q3 2024 and held it in 2 quarters.
  • RFG Advisory's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $3.55M in Q3 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2025.

Based on RFG Advisory's 13F filing for Q1 2025, filed 9 Apr 2025.