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

Wealthquest’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
2024
Q1 		– Sell
-171,680
Closed -$5.77M – 136
2023
Q4 		$5.77M Sell
171,680
-118,379
-41% -$3.77M 0.64% 22
2023
Q3 		$8.95M Buy
+290,059
New +$9.18M 1.1% 17

Other funds holding JULT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wealthquest's JULT Position: Q1 2024 in Review

Wealthquest sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q1 2024, closing a stake of 171,680 shares — an estimated $5.77M sold.

Wealthquest first reported a position in JULT in Q3 2023 and held it in 2 quarters. The position peaked at $8.95M in Q3 2023. 38 funds tracked by Wall St. Rank hold JULT as of Q1 2024.

  • Wealthquest reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q1 2024 after selling out during the quarter.
  • Wealthquest sold 171,680 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2024, an estimated $5.77M.
  • Wealthquest first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q3 2023 and held it in 2 quarters.
  • Wealthquest's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $8.95M in Q3 2023.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2024.

Based on Wealthquest's 13F filing for Q1 2024, filed 9 May 2024.