Nvest Financial, LLC
Position in JULT — AllianzIM U.S. Equity Buffer10 Jul ETF
CIK 1915315
PORTSMOUTH, NH
All Filings in JULT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JULT | $539,860 | 12,281 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 JULT | $567,200 | 12,639 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 JULT | $475,506 | 10,838 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 JULT | $333,123 | 7,979 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 JULT | $305,212 | 7,979 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 JULT | $309,106 | 7,834 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 JULT | $303,097 | 7,834 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||