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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF

AE Wealth Management LLC holds 759 shares of JULT (ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF), worth $36,261 as of 2026-Q2. The position was decreased (-0.9% shares). JULT represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$36,261

Current Shares

759

Total Value Change

-$330,702

Total Shares Change

-8,726

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
759
-0.9%
$36,2610.0%$47.78
0
2026-Q1
Decreased
766
-5.5%
$33,6730.0%$45.03
0
2025-Q4
Decreased
811
-20.6%
$36,3960.0%$45.01
0
2025-Q3
Decreased
1,021
-79.8%
$44,7950.0%$43.77
0
2025-Q2
Decreased
5,062
-10.2%
$211,3390.0%$41.52
0
2025-Q1
Decreased
5,638
-12.5%
$215,6650.0%$38.10
0
2024-Q4
Decreased
6,441
-32.1%
$254,1450.0%$39.60
0
2024-Q3
Decreased
9,485
-99.0%
$366,9630.0%$38.59
0

Other major holders of JULT: OSAIC HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC

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