AWM
JULU

AE Wealth Management’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

AE Wealth Management’s Portfolio JULU Stock Details JULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$608K Sell
18,956
-1,486,411
-99% -$46.3M ﹤0.01% 1127
2026
Q1 		$43M Buy
1,505,367
+12,253
+0.8% +$362K 0.23% 105
2025
Q4 		$44.4M Buy
1,493,114
+3,420
+0.2% +$101K 0.25% 94
2025
Q3 		$43.6M Buy
1,489,694
+1,156,127
+347% +$32.7M 0.28% 91
2025
Q2 		$9.19M Sell
333,567
-7,842
-2% -$203K 0.07% 261
2025
Q1 		$8.71M Buy
+341,409
New +$9.06M 0.07% 255

Other funds holding JULU

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return

AE Wealth Management's JULU Position: Q2 2026 in Review

AE Wealth Management reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 99% in Q2 2026, selling an estimated $46.3M and leaving 18,956 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

AE Wealth Management first reported a position in JULU in Q1 2025 and has held it in 6 quarters since. The position peaked at $44.4M in Q4 2025. 39 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • AE Wealth Management held 18,956 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $608K as of Q2 2026.
  • AE Wealth Management sold 1,486,411 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $46.3M.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1127 holding.
  • AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q1 2025 and has held it in 6 quarters since.
  • AE Wealth Management's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $44.4M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.