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Tucker Asset Management’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Tucker Asset Management’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
-4
Closed -$134 – 1720
2023
Q4 		$134 Buy
+4
New +$127 ﹤0.01% 1390

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
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
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tucker Asset Management's JULT Position: Q1 2024 in Review

Tucker Asset Management sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q1 2024, closing a stake of 4 shares — an estimated $134 sold.

Tucker Asset Management first reported a position in JULT in Q4 2023 and held it in 1 quarter. The position peaked at $134 in Q4 2023. 38 funds tracked by Wall St. Rank hold JULT as of Q1 2024.

  • Tucker Asset Management reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q1 2024 after selling out during the quarter.
  • Tucker Asset Management sold 4 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2024, an estimated $134.
  • Tucker Asset Management first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2023 and held it in 1 quarter.
  • Tucker Asset Management's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $134 in Q4 2023.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2024.

Based on Tucker Asset Management's 13F filing for Q1 2024, filed 9 Aug 2024.