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
Q2 		$5.42M Sell
168,920
-981
-0.6% -$30.6K 0.01% 1335
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

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services's JULU Position: Q2 2026 in Review

Commonwealth Equity Services reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 0.58% in Q2 2026, selling an estimated $30.6K and leaving 168,920 shares worth $5.42M. The position accounts for 0.01% of the portfolio, ranked #1335.

Commonwealth Equity Services first reported a position in JULU in Q3 2024 and has held it in 8 quarters since. 39 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Commonwealth Equity Services held 168,920 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $5.42M as of Q2 2026.
  • Commonwealth Equity Services sold 981 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $30.6K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1335 holding.
  • Commonwealth Equity Services first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2024 and has held it in 8 quarters since.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.