AAP
JULU

Arax Advisory Partners’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Arax Advisory Partners’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 		$422K Hold
14,774
– – 0.01% 714
2025
Q4 		$439K Buy
+14,774
New +$436K 0.01% 650
2025
Q3 		– Sell
-15,208
Closed -$419K – 4375
2025
Q2 		$419K Buy
+15,208
New +$394K 0.02% 441

Other funds holding JULU

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 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

Arax Advisory Partners's JULU Position: Q1 2026 in Review

Arax Advisory Partners held its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) position steady in Q1 2026 at 14,774 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #714.

Arax Advisory Partners first reported a position in JULU in Q2 2025 and has held it in 3 quarters since. The position peaked at $439K in Q4 2025. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • Arax Advisory Partners held 14,774 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $422K as of Q1 2026.
  • Arax Advisory Partners left its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #714 holding.
  • Arax Advisory Partners first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q2 2025 and has held it in 3 quarters since.
  • Arax Advisory Partners's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $439K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.