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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF

OSAIC HOLDINGS, INC. holds 90,346 shares of JULT (ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF), worth $4.3M as of 2026-Q2. The position was decreased (-3.6% shares). JULT represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$4.3M

Current Shares

90,346

Total Value Change

-$5.4M

Total Shares Change

-160,024

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
90,346
-3.6%
$4.3M0.0%$47.78
0
2026-Q1
Decreased
93,697
-12.1%
$4.1M0.0%$45.03
0
2025-Q4
Decreased
106,628
-27.2%
$4.8M0.0%$45.01
0
2025-Q3
Increased
146,433
+11.7%
$6.3M0.0%$43.77
30
2025-Q2
Decreased
131,047
-9.9%
$5.5M0.0%$41.52
0
2025-Q1
Decreased
145,396
-24.0%
$5.6M0.0%$38.10
0
2024-Q4
Decreased
191,357
-23.6%
$7.6M0.0%$39.60
0
2024-Q3
Increased
250,370
+19.8%
$9.7M0.0%$38.59
33

Other major holders of JULT: AE Wealth Management LLC

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