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 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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return