Cetera Investment Advisers
JULU

Cetera Investment Advisers’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Cetera Investment Advisers’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 		$477K Sell
14,856
-511
-3% -$15.9K ﹤0.01% 3742
2026
Q1 		$439K Sell
15,367
-777
-5% -$23K ﹤0.01% 3636
2025
Q4 		$480K Buy
16,144
+467
+3% +$13.8K ﹤0.01% 3474
2025
Q3 		$459K Sell
15,677
-97,450
-86% -$2.75M ﹤0.01% 3447
2025
Q2 		$3.12M Buy
113,127
+4,816
+4% +$125K 0.01% 1521
2025
Q1 		$2.76M Buy
108,311
+3,950
+4% +$105K 0.01% 1514
2024
Q4 		$2.76M Buy
104,361
+1,993
+2% +$53.2K 0.01% 1415
2024
Q3 		$2.68M Buy
+102,368
New +$2.59M 0.01% 1401

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

Cetera Investment Advisers's JULU Position: Q2 2026 in Review

Cetera Investment Advisers reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 3.3% in Q2 2026, selling an estimated $15.9K and leaving 14,856 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #3742.

Cetera Investment Advisers first reported a position in JULU in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.12M in Q2 2025. 38 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Cetera Investment Advisers held 14,856 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $477K as of Q2 2026.
  • Cetera Investment Advisers sold 511 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $15.9K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3742 holding.
  • Cetera Investment Advisers first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2024 and has held it in 8 quarters since.
  • Cetera Investment Advisers's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $3.12M in Q2 2025.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.