GRP
JULU

Global Retirement Partners’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Global Retirement Partners’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
2025
Q3 		– Sell
-54
Closed -$1.49K – 4045
2025
Q2 		$1.49K Buy
+54
New +$1.4K ﹤0.01% 3343

Other funds holding JULU

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $79.5B AUM 27.1% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 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 $531M AUM 28.6% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Retirement Partners's JULU Position: Q3 2025 in Review

Global Retirement Partners sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q3 2025, closing a stake of 54 shares — an estimated $1.49K sold.

Global Retirement Partners first reported a position in JULU in Q2 2025 and held it in 1 quarter. The position peaked at $1.49K in Q2 2025. 43 funds tracked by Wall St. Rank hold JULU as of Q3 2025.

  • Global Retirement Partners reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 54 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q3 2025, an estimated $1.49K.
  • Global Retirement Partners first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q2 2025 and held it in 1 quarter.
  • Global Retirement Partners's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $1.49K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.