SNWA
JULT icon

Siligmueller & Norvid Wealth Advisors’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Siligmueller & Norvid 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
Q3 		$998K Buy
+22,747
New +$973K 0.45% 47

Other funds holding JULT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's JULT Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q3 2025: 22,747 shares worth $998K. The stake represents 0.45% of the portfolio and ranks #47 among its holdings.

38 funds tracked by Wall St. Rank hold JULT as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 22,747 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $998K as of Q3 2025.
  • AllianzIM U.S. Equity Buffer10 Jul ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • AllianzIM U.S. Equity Buffer10 Jul ETF made up 0.45% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #47 holding.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.