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Sound Income Strategies’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-56
Closed -$2.01K – 1442
2024
Q1 		$2.01K Buy
+56
New +$1.94K ﹤0.01% 1059

Other funds holding JULT

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
Envestnet Asset Management
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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Sound Income Strategies's JULT Position: Q2 2024 in Review

Sound Income Strategies sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2024, closing a stake of 56 shares — an estimated $2.01K sold.

Sound Income Strategies first reported a position in JULT in Q1 2024 and held it in 1 quarter. The position peaked at $2.01K in Q1 2024. 31 funds tracked by Wall St. Rank hold JULT as of Q2 2024.

  • Sound Income Strategies reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 56 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2024, an estimated $2.01K.
  • Sound Income Strategies first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q1 2024 and held it in 1 quarter.
  • Sound Income Strategies's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $2.01K in Q1 2024.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.