Creative Financial Designs’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Creative Financial Designs’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	$28.6K	Hold	1,000	–	–	﹤0.01%	1092
2025 Q4	$29.7K	Hold	1,000	–	–	﹤0.01%	1046
2025 Q3	$29.3K	Hold	1,000	–	–	﹤0.01%	1029
2025 Q2	$27.5K	Hold	1,000	–	–	﹤0.01%	1045
2025 Q1	$25.5K	Hold	1,000	–	–	﹤0.01%	1021
2024 Q4	$26.5K	Buy	+1,000	New	+$26.7K	﹤0.01%	975

Other funds holding JULU

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

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

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

Creative Financial Designs's JULU Position: Q1 2026 in Review

Creative Financial Designs held its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) position steady in Q1 2026 at 1,000 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Creative Financial Designs first reported a position in JULU in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.7K in Q4 2025. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

Creative Financial Designs held 1,000 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $28.6K as of Q1 2026.
Creative Financial Designs left its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1092 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q4 2024 and has held it in 6 quarters since.
Creative Financial Designs's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $29.7K in Q4 2025.
54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.