CF
JULU

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

Centaurus Financial’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 		$124K Hold
4,341
– – 0.01% 968
2025
Q4 		$129K Hold
4,341
– – 0.01% 948
2025
Q3 		$127K Buy
+4,341
New +$123K 0.01% 950

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 $71.6B AUM 21.08% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Centaurus Financial's JULU Position: Q1 2026 in Review

Centaurus Financial held its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) position steady in Q1 2026 at 4,341 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #968.

Centaurus Financial first reported a position in JULU in Q3 2025 and has held it in 3 quarters since. The position peaked at $129K in Q4 2025. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • Centaurus Financial held 4,341 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $124K as of Q1 2026.
  • Centaurus Financial left its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #968 holding.
  • Centaurus Financial first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2025 and has held it in 3 quarters since.
  • Centaurus Financial's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $129K 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 Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.