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

Authentikos Wealth Advisory’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	–	Sell	-246,061	Closed	-$7.03M	–	78
2026 Q1	$7.03M	Sell	246,061 -8,365	-3%	-$247K	4.74%	5
2025 Q4	$7.56M	Sell	254,426 -10,289	-4%	-$304K	5%	5
2025 Q3	$7.75M	Buy	+264,715	New	+$7.48M	5.12%	5

Other funds holding JULU

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NIA

NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return

Authentikos Wealth Advisory's JULU Position: Q2 2026 in Review

Authentikos Wealth Advisory sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q2 2026, closing a stake of 246,061 shares — an estimated $7.03M sold.

Authentikos Wealth Advisory first reported a position in JULU in Q3 2025 and held it in 3 quarters. The position peaked at $7.75M in Q3 2025. 38 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

Authentikos Wealth Advisory reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position as of Q2 2026 after selling out during the quarter.
Authentikos Wealth Advisory sold 246,061 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $7.03M.
Authentikos Wealth Advisory first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2025 and held it in 3 quarters.
Authentikos Wealth Advisory's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $7.75M in Q3 2025.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.