Commonwealth Equity Services
JULU

Commonwealth Equity Services’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Commonwealth Equity Services’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 		$4.85M Sell
169,901
-1,118
-0.7% -$33K 0.01% 1352
2025
Q4 		$5.08M Sell
171,019
-9,882
-5% -$292K 0.01% 1308
2025
Q3 		$5.29M Buy
180,901
+5,151
+3% +$146K 0.01% 1309
2025
Q2 		$4.84M Buy
175,750
+3,544
+2% +$91.8K 0.01% 1351
2025
Q1 		$4.39M Sell
172,206
-1,268
-0.7% -$33.6K 0.01% 1361
2024
Q4 		$4.59M Sell
173,474
-958
-0.5% -$25.6K 0.01% 1286
2024
Q3 		$4.56M Buy
+174,432
New +$4.42M 0.01% 1282

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
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
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return