CAG
JULU

Csenge Advisory Group’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Csenge Advisory Group’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 		$857K Buy
30,004
+1,195
+4% +$35.3K 0.04% 328
2025
Q4 		$856K Buy
28,809
+1,106
+4% +$32.6K 0.04% 338
2025
Q3 		$811K Buy
+27,703
New +$783K 0.04% 335

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 $71.6B AUM 21.08% 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

Csenge Advisory Group's JULU Position: Q1 2026 in Review

Csenge Advisory Group increased its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 4.1% in Q1 2026, buying an estimated $35.3K and bringing the position to 30,004 shares worth $857K. The position accounts for 0.04% of the portfolio, ranked #328.

Csenge Advisory Group first reported a position in JULU in Q3 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • Csenge Advisory Group held 30,004 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $857K as of Q1 2026.
  • Csenge Advisory Group bought 1,195 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q1 2026, an estimated $35.3K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.04% of Csenge Advisory Group's portfolio in Q1 2026, its #328 holding.
  • Csenge Advisory Group first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.