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WealthPLAN Partners’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

WealthPLAN Partners’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
-5,585
Closed -$233K – 258
2025
Q2 		$233K Sell
5,585
-91,593
-94% -$3.57M 0.04% 236
2025
Q1 		$3.72M Buy
+97,178
New +$3.85M 0.52% 65

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 $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $1.11B AUM 17.13% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

WealthPLAN Partners's JULT Position: Q3 2025 in Review

WealthPLAN Partners sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q3 2025, closing a stake of 5,585 shares — an estimated $233K sold.

WealthPLAN Partners first reported a position in JULT in Q1 2025 and held it in 2 quarters. The position peaked at $3.72M in Q1 2025. 38 funds tracked by Wall St. Rank hold JULT as of Q3 2025.

  • WealthPLAN Partners reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q3 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 5,585 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q3 2025, an estimated $233K.
  • WealthPLAN Partners first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q1 2025 and held it in 2 quarters.
  • WealthPLAN Partners's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $3.72M 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 Partners's 13F filing for Q3 2025, filed 27 Oct 2025.