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Wealthquest’s AllianzIM US Large Cap Buffer10 Jul ETF JULT Stock Holding History

Wealthquest’s Portfolio JULT Stock Details JULT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-171,680
Closed -$5.77M – 136
2023
Q4 		$5.77M Sell
171,680
-118,379
-41% -$3.98M 0.64% 22
2023
Q3 		$8.95M Buy
+290,059
New +$8.95M 1.1% 17