Envestnet Asset Management
JULU

Envestnet Asset Management’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Envestnet Asset Management’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 		$706K Sell
21,991
-356
-2% -$11.1K ﹤0.01% 3845
2026
Q1 		$638K Sell
22,347
-32,202
-59% -$952K ﹤0.01% 3752
2025
Q4 		$1.62M Buy
54,549
+7,303
+15% +$216K ﹤0.01% 2985
2025
Q3 		$1.38M Buy
+47,246
New +$1.33M ﹤0.01% 3140

Other funds holding JULU

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Envestnet Asset Management's JULU Position: Q2 2026 in Review

Envestnet Asset Management reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 1.6% in Q2 2026, selling an estimated $11.1K and leaving 21,991 shares worth $706K. The position accounts for ﹤0.01% of the portfolio, ranked #3845.

Envestnet Asset Management first reported a position in JULU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.62M in Q4 2025. 18 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Envestnet Asset Management held 21,991 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $706K as of Q2 2026.
  • Envestnet Asset Management sold 356 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $11.1K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3845 holding.
  • Envestnet Asset Management first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $1.62M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.