FIA
JULU

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

Foundations Investment 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 		$22.2M Buy
+692,163
New +$21.6M 0.23% 99

Other funds holding JULU

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
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

Foundations Investment Advisors's JULU Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q2 2026: 692,163 shares worth $22.2M. The stake represents 0.23% of the portfolio and ranks #99 among its holdings.

38 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Foundations Investment Advisors held 692,163 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $22.2M as of Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF was a new Foundations Investment Advisors position in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.23% of Foundations Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.