BFAG
JULU

Blackston Financial Advisory Group’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Blackston Financial Advisory Group’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 		$375K Buy
13,143
+331
+3% +$9.78K 0.24% 61
2025
Q4 		$381K Buy
12,812
+1,367
+12% +$40.3K 0.23% 62
2025
Q3 		$335K Buy
+11,445
New +$323K 0.2% 63

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 $79.5B AUM 27.1% 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 $8.93B AUM 25.13% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Blackston Financial Advisory Group's JULU Position: Q1 2026 in Review

Blackston Financial Advisory Group increased its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 2.6% in Q1 2026, buying an estimated $9.78K and bringing the position to 13,143 shares worth $375K. The position accounts for 0.24% of the portfolio, ranked #61.

Blackston Financial Advisory Group first reported a position in JULU in Q3 2025 and has held it in 3 quarters since. The position peaked at $381K in Q4 2025. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • Blackston Financial Advisory Group held 13,143 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $375K as of Q1 2026.
  • Blackston Financial Advisory Group bought 331 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q1 2026, an estimated $9.78K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.24% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #61 holding.
  • Blackston Financial Advisory Group first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2025 and has held it in 3 quarters since.
  • Blackston Financial Advisory Group's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $381K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.