AIMU
JULU

Allianz Investment Management US’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Allianz Investment Management US’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
2025
Q4 		$8.53M Buy
287,052
+282,052
+5,641% +$8.33M 5.34% 2
2025
Q3 		$146K Sell
5,000
-89,541
-95% -$2.53M 0.01% 59
2025
Q2 		$2.6M Sell
94,541
-52,500
-36% -$1.36M 0.11% 27
2025
Q1 		$3.68M Sell
147,041
-52,500
-26% -$1.39M 0.2% 28
2024
Q4 		$5.28M Hold
199,541
– – 0.37% 17
2024
Q3 		$5.2M Buy
+199,541
New +$5.06M 0.35% 18

Other funds holding JULU

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 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
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Allianz Investment Management US's JULU Position: Q4 2025 in Review

Allianz Investment Management US increased its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 5,641% in Q4 2025, buying an estimated $8.33M and bringing the position to 287,052 shares worth $8.53M. The position accounts for 5.34% of the portfolio, ranked #2.

Allianz Investment Management US first reported a position in JULU in Q3 2024 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold JULU as of Q4 2025.

  • Allianz Investment Management US held 287,052 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $8.53M as of Q4 2025.
  • Allianz Investment Management US bought 282,052 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q4 2025, an estimated $8.33M.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 5.34% of Allianz Investment Management US's portfolio in Q4 2025, its #2 holding.
  • Allianz Investment Management US first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2024 and has held it in 6 quarters since.
  • 51 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q4 2025.

Based on Allianz Investment Management US's 13F filing for Q4 2025, filed 11 Feb 2026.