B.O.S.S. Retirement Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

B.O.S.S. Retirement Advisors’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	-17,504	Closed	-$500K	–	194
2026 Q1	$500K	Sell	17,504 -1,531	-8%	-$45.2K	0.15%	95
2025 Q4	$566K	Sell	19,035 -14,815	-44%	-$437K	0.18%	91
2025 Q3	$990K	Sell	33,850 -32,193	-49%	-$909K	0.24%	83
2025 Q2	$1.82M	Buy	66,043 +1,066	+2%	+$27.6K	0.46%	43
2025 Q1	$1.66M	Buy	+64,977	New	+$1.72M	0.48%	45

Other funds holding JULU

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

B.O.S.S. Retirement Advisors's JULU Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q2 2026, closing a stake of 17,504 shares — an estimated $500K sold.

B.O.S.S. Retirement Advisors first reported a position in JULU in Q1 2025 and held it in 5 quarters. The position peaked at $1.82M in Q2 2025. 6 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

B.O.S.S. Retirement Advisors reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position as of Q2 2026 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 17,504 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $500K.
B.O.S.S. Retirement Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q1 2025 and held it in 5 quarters.
B.O.S.S. Retirement Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $1.82M in Q2 2025.
6 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.