Safe Harbor Wealth Advisors’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Safe Harbor Wealth Advisors’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 Q4	$5.6M	Buy	+124,524	New	+$5.51M	5.42%	5

Other funds holding JULT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Safe Harbor Wealth Advisors's JULT Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q4 2025: 124,524 shares worth $5.6M. The stake represents 5.42% of the portfolio and ranks #5 among its holdings.

43 funds tracked by Wall St. Rank hold JULT as of Q4 2025.

Safe Harbor Wealth Advisors held 124,524 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $5.6M as of Q4 2025.
AllianzIM U.S. Equity Buffer10 Jul ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
AllianzIM U.S. Equity Buffer10 Jul ETF made up 5.42% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #5 holding.
43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.