Wells Fargo
JULT icon

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

Wells Fargo’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
2023
Q2 		– Sell
-28
Closed -$819 – 7638
2023
Q1 		$819 Hold
28
– – ﹤0.01% 6435
2022
Q4 		$775 Buy
+28
New +$773 ﹤0.01% 6268

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CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Wells Fargo's JULT Position: Q2 2023 in Review

Wells Fargo sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q2 2023, closing a stake of 28 shares — an estimated $819 sold.

Wells Fargo first reported a position in JULT in Q4 2022 and held it in 2 quarters. The position peaked at $819 in Q1 2023. 18 funds tracked by Wall St. Rank hold JULT as of Q2 2023.

  • Wells Fargo reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q2 2023 after selling out during the quarter.
  • Wells Fargo sold 28 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q2 2023, an estimated $819.
  • Wells Fargo first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2022 and held it in 2 quarters.
  • Wells Fargo's AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $819 in Q1 2023.
  • 18 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q2 2023.

Based on Wells Fargo's 13F filing for Q2 2023, filed 15 Aug 2023.