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
Q2 		$14M Buy
437,176
+39,354
+10% +$1.23M 0.15% 86
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

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Allianz's JULU Position: Q2 2026 in Review

Allianz increased its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 9.9% in Q2 2026, buying an estimated $1.23M and bringing the position to 437,176 shares worth $14M. The position accounts for 0.15% of the portfolio, ranked #86.

Allianz first reported a position in JULU in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Allianz held 437,176 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $14M as of Q2 2026.
  • Allianz bought 39,354 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $1.23M.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.15% of Allianz's portfolio in Q2 2026, its #86 holding.
  • Allianz first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Allianz's 13F filing for Q2 2026, filed 10 Aug 2026.