ECA
JULU

Elevated Capital Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Elevated Capital Advisors’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 		$342K Sell
10,646
-9,390
-47% -$293K 0.09% 183
2026
Q1 		$572K Buy
+20,036
New +$592K 0.14% 165

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
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 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

Elevated Capital Advisors's JULU Position: Q2 2026 in Review

Elevated Capital Advisors reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 47% in Q2 2026, selling an estimated $293K and leaving 10,646 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #183.

Elevated Capital Advisors first reported a position in JULU in Q1 2026 and has held it in 2 quarters since. The position peaked at $572K in Q1 2026. 39 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Elevated Capital Advisors held 10,646 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $342K as of Q2 2026.
  • Elevated Capital Advisors sold 9,390 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $293K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.09% of Elevated Capital Advisors's portfolio in Q2 2026, its #183 holding.
  • Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q1 2026 and has held it in 2 quarters since.
  • Elevated Capital Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $572K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.