WIM
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WealthPlan Investment Management’s AllianzIM US Large Cap 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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.33M Sell
31,739
-177,765
-85% -$7.42M 0.1% 162
2025
Q1 		$8.01M Buy
+209,504
New +$8.01M 0.79% 48