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 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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return