AssetMark Inc
JULU

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

AssetMark Inc’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 		$417 Hold
13
– – ﹤0.01% 3314
2026
Q1 		$371 Hold
13
– – ﹤0.01% 3230
2025
Q4 		$386 Buy
+13
New +$384 ﹤0.01% 3149

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

AssetMark Inc's JULU Position: Q2 2026 in Review

AssetMark Inc held its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) position steady in Q2 2026 at 13 shares worth $417. The position accounts for ﹤0.01% of the portfolio, ranked #3314.

AssetMark Inc 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.

  • AssetMark Inc held 13 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $417 as of Q2 2026.
  • AssetMark Inc left its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3314 holding.
  • AssetMark Inc 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 AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.