FA
JULU

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

FSA 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
Q1 		$1.13M Buy
39,538
+4,625
+13% +$137K 0.74% 41
2025
Q4 		$1.04M Buy
34,913
+1,759
+5% +$51.9K 0.72% 44
2025
Q3 		$970K Buy
+33,154
New +$937K 0.77% 42

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

FSA Advisors's JULU Position: Q1 2026 in Review

FSA Advisors increased its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 13% in Q1 2026, buying an estimated $137K and bringing the position to 39,538 shares worth $1.13M. The position accounts for 0.74% of the portfolio, ranked #41.

FSA Advisors 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.

  • FSA Advisors held 39,538 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $1.13M as of Q1 2026.
  • FSA Advisors bought 4,625 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q1 2026, an estimated $137K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.74% of FSA Advisors's portfolio in Q1 2026, its #41 holding.
  • FSA Advisors 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 FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.