A
JULU

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

Allianz’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 		$11.4M Buy
397,822
+392,822
+7,856% +$11.6M 0.13% 97
2025
Q4 		$149K Buy
+5,000
New +$148K ﹤0.01% 366

Other funds holding JULU

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $71.6B AUM 21.08% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Allianz's JULU Position: Q1 2026 in Review

Allianz increased its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 7,856% in Q1 2026, buying an estimated $11.6M and bringing the position to 397,822 shares worth $11.4M. The position accounts for 0.13% of the portfolio, ranked #97.

Allianz first reported a position in JULU in Q4 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • Allianz held 397,822 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $11.4M as of Q1 2026.
  • Allianz bought 392,822 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q1 2026, an estimated $11.6M.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.13% of Allianz's portfolio in Q1 2026, its #97 holding.
  • Allianz first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q4 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q1 2026.

Based on Allianz's 13F filing for Q1 2026, filed 11 May 2026.