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
Q2 		– Sell
-13,143
Closed -$375K – 120
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

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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
SI
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return

Blackston Financial Advisory Group's JULU Position: Q2 2026 in Review

Blackston Financial Advisory Group sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q2 2026, closing a stake of 13,143 shares — an estimated $375K sold.

Blackston Financial Advisory Group first reported a position in JULU in Q3 2025 and held it in 3 quarters. The position peaked at $381K in Q4 2025. 38 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Blackston Financial Advisory Group reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position as of Q2 2026 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 13,143 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $375K.
  • Blackston Financial Advisory Group first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2025 and held it in 3 quarters.
  • Blackston Financial Advisory Group's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $381K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.