Richard W. Paul & Associates’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Richard W. Paul & Associates’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
2024 Q1	–	Sell	-21	Closed	-$706	–	523
2023 Q4	$706	Buy	21 +4	+24%	+$127	﹤0.01%	462
2023 Q3	$525	Buy	+17	New	+$538	﹤0.01%	467

Other funds holding JULT

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Richard W. Paul & Associates's JULT Position: Q1 2024 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q1 2024, closing a stake of 21 shares — an estimated $706 sold.

Richard W. Paul & Associates first reported a position in JULT in Q3 2023 and held it in 2 quarters. The position peaked at $706 in Q4 2023. 38 funds tracked by Wall St. Rank hold JULT as of Q1 2024.

Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q1 2024 after selling out during the quarter.
Richard W. Paul & Associates sold 21 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2024, an estimated $706.
Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q3 2023 and held it in 2 quarters.
Richard W. Paul & Associates's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $706 in Q4 2023.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2024.

Based on Richard W. Paul & Associates's 13F filing for Q1 2024, filed 14 May 2024.