Wealth Enhancement Advisory Services’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$276K	Sell	5,748 -30	-0.5%	-$1.4K	﹤0.01%	3272
2026 Q1	$256K	Sell	5,778 -1,743	-23%	-$78.3K	﹤0.01%	2927
2025 Q4	$340K	Sell	7,521 -871	-10%	-$38.5K	﹤0.01%	2815
2025 Q3	$368K	Sell	8,392 -50	-0.6%	-$2.14K	﹤0.01%	2613
2025 Q2	$355K	Sell	8,442 -6	-0.1%	-$234	﹤0.01%	2500
2025 Q1	$323K	Sell	8,448 -100	-1%	-$3.96K	﹤0.01%	2389
2024 Q4	$337K	Hold	8,548	–	–	﹤0.01%	2287
2024 Q3	$331K	Sell	8,548 -880	-9%	-$33K	﹤0.01%	2105
2024 Q2	$349K	Buy	+9,428	New	+$341K	﹤0.01%	1879

Other funds holding JULT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's JULT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) stake by 0.52% in Q2 2026, selling an estimated $1.4K and leaving 5,748 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #3272.

Wealth Enhancement Advisory Services first reported a position in JULT in Q2 2024 and has held it in 9 quarters since. The position peaked at $368K in Q3 2025. 24 funds tracked by Wall St. Rank hold JULT as of Q2 2026.

Wealth Enhancement Advisory Services held 5,748 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $276K as of Q2 2026.
Wealth Enhancement Advisory Services sold 30 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2026, an estimated $1.4K.
AllianzIM U.S. Equity Buffer10 Jul ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3272 holding.
Wealth Enhancement Advisory Services first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q2 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $368K in Q3 2025.
24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.