UBS Group’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

UBS Group’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
2026 Q1	$967	Buy	+22	New	+$988	﹤0.01%	9677
2025 Q4	–	Sell	-257	Closed	-$11.3K	–	10868
2025 Q3	$11.3K	Sell	257 -1,023	-80%	-$43.8K	﹤0.01%	8498
2025 Q2	$53.4K	Sell	1,280 -1,784	-58%	-$69.5K	﹤0.01%	7713
2025 Q1	$117K	Buy	3,064 +2,938	+2,332%	+$116K	﹤0.01%	6930
2024 Q4	$4.97K	Buy	126 +40	+47%	+$1.57K	﹤0.01%	8708
2024 Q3	$3.33K	Buy	+86	New	+$3.23K	﹤0.01%	8285
2024 Q2	–	Sell	-1,311	Closed	-$47K	–	9814
2024 Q1	$47K	Buy	1,311 +1,001	+323%	+$34.7K	﹤0.01%	6536
2023 Q4	$10.4K	Buy	+310	New	+$9.88K	﹤0.01%	7440
2023 Q2	–	Sell	-2,540	Closed	-$74.3K	–	9277
2023 Q1	$74.3K	Sell	2,540 -281	-10%	-$8.04K	﹤0.01%	6144
2022 Q4	$78.1K	Buy	2,821 +2,154	+323%	+$59.5K	﹤0.01%	6329
2022 Q3	$17K	Buy	+667	New	+$18.6K	﹤0.01%	7598
2022 Q2	–	Sell	-1,031	Closed	-$30K	–	10633
2022 Q1	$30K	Buy	1,031 +1,007	+4,196%	+$28.8K	﹤0.01%	7002
2021 Q4	$1K	Buy	+24	New	+$692	﹤0.01%	9992

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

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

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

UBS Group's JULT Position: Q1 2026 in Review

UBS Group opened a new position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q1 2026: 22 shares worth $967. The stake represents ﹤0.01% of the portfolio and ranks #9677 among its holdings. This is a return to the name: UBS Group previously reported a position in JULT as recently as Q3 2025.

UBS Group first reported a position in JULT in Q4 2021 and has held it in 13 quarters since. The position peaked at $117K in Q1 2025. 44 funds tracked by Wall St. Rank hold JULT as of Q1 2026.

UBS Group held 22 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $967 as of Q1 2026.
AllianzIM U.S. Equity Buffer10 Jul ETF was a new UBS Group position in Q1 2026.
AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9677 holding.
UBS Group first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2021 and has held it in 13 quarters since.
UBS Group's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $117K in Q1 2025.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.