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WealthPlan Investment Management’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

WealthPlan Investment 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
2025
Q3 		– Sell
-31,739
Closed -$1.33M – 349
2025
Q2 		$1.33M Sell
31,739
-177,765
-85% -$6.93M 0.1% 162
2025
Q1 		$8.01M Buy
+209,504
New +$8.3M 0.79% 48

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 $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

WealthPlan Investment Management's JULT Position: Q3 2025 in Review

WealthPlan Investment Management sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q3 2025, closing a stake of 31,739 shares — an estimated $1.33M sold.

WealthPlan Investment Management first reported a position in JULT in Q1 2025 and held it in 2 quarters. The position peaked at $8.01M in Q1 2025. 38 funds tracked by Wall St. Rank hold JULT as of Q3 2025.

  • WealthPlan Investment Management reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 31,739 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q3 2025, an estimated $1.33M.
  • WealthPlan Investment Management first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q1 2025 and held it in 2 quarters.
  • WealthPlan Investment Management's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $8.01M in Q1 2025.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.