CFML
JULU

COMPASS FINANCIAL MANAGEMENT LLC’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$524 Buy
+16
New +$499 ﹤0.01% 1408

Other funds holding JULU

A
Allianz Munich, Germany $9.48B AUM 23.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's JULU Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q2 2026: 16 shares worth $524. The stake represents ﹤0.01% of the portfolio and ranks #1408 among its holdings.

28 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 16 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $524 as of Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1408 holding.
  • 28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.