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
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

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 $80.5M AUM 16.64% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Cetera Investment Advisers's JULU Position: Q1 2026 in Review

Cetera Investment Advisers reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 4.8% in Q1 2026, selling an estimated $23K and leaving 15,367 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #3636.

Cetera Investment Advisers first reported a position in JULU in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.12M in Q2 2025. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • Cetera Investment Advisers held 15,367 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $439K as of Q1 2026.
  • Cetera Investment Advisers sold 777 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q1 2026, an estimated $23K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3636 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 7 quarters since.
  • Cetera Investment Advisers's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $3.12M in Q2 2025.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.