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
Q2 		$555K Buy
17,311
+2,537
+17% +$79.1K ﹤0.01% 1578
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

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 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

Arax Advisory Partners's JULU Position: Q2 2026 in Review

Arax Advisory Partners increased its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 17% in Q2 2026, buying an estimated $79.1K and bringing the position to 17,311 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Arax Advisory Partners first reported a position in JULU in Q2 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Arax Advisory Partners held 17,311 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $555K as of Q2 2026.
  • Arax Advisory Partners bought 2,537 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $79.1K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1578 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 4 quarters since.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.