AI
JULU

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

Atria Investments’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 		– Sell
-12,999
Closed -$386K – 2175
2025
Q4 		$386K Hold
12,999
– – ﹤0.01% 1593
2025
Q3 		$380K Sell
12,999
-182,667
-93% -$5.16M ﹤0.01% 1589
2025
Q2 		$5.39M Sell
195,666
-179,744
-48% -$4.66M 0.06% 359
2025
Q1 		$9.58M Sell
375,410
-5,065
-1% -$134K 0.12% 189
2024
Q4 		$10.1M Hold
380,475
– – 0.13% 185
2024
Q3 		$9.94M Buy
+380,475
New +$9.64M 0.12% 188

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 $87.8M AUM 10.63% 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

Atria Investments's JULU Position: Q1 2026 in Review

Atria Investments sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q1 2026, closing a stake of 12,999 shares — an estimated $386K sold.

Atria Investments first reported a position in JULU in Q3 2024 and held it in 6 quarters. The position peaked at $10.1M in Q4 2024. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • Atria Investments reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 12,999 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q1 2026, an estimated $386K.
  • Atria Investments first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2024 and held it in 6 quarters.
  • Atria Investments's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $10.1M in Q4 2024.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.