CAWM
JULU

Capital A Wealth Management’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-295
Closed -$7.53K – 871
2025
Q1 		$7.53K Buy
+295
New +$7.83K 0.01% 329

Other funds holding JULU

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $219M AUM 19.72% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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 $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Capital A Wealth Management's JULU Position: Q2 2025 in Review

Capital A Wealth Management sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q2 2025, closing a stake of 295 shares — an estimated $7.53K sold.

Capital A Wealth Management first reported a position in JULU in Q1 2025 and held it in 1 quarter. The position peaked at $7.53K in Q1 2025. 35 funds tracked by Wall St. Rank hold JULU as of Q2 2025.

  • Capital A Wealth Management reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 295 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2025, an estimated $7.53K.
  • Capital A Wealth Management first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $7.53K in Q1 2025.
  • 35 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.