GFG
JULU

Grantvest Financial Group’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Grantvest Financial Group’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 		$445K Sell
13,860
-1,077
-7% -$33.6K 0.26% 98
2026
Q1 		$426K Sell
14,937
-6,662
-31% -$197K 0.28% 93
2025
Q4 		$642K Sell
21,599
-919
-4% -$27.1K 0.41% 58
2025
Q3 		$659K Sell
22,518
-646
-3% -$18.2K 0.45% 54
2025
Q2 		$638K Sell
23,164
-2,163
-9% -$56K 0.47% 50
2025
Q1 		$646K Sell
25,327
-1,213
-5% -$32.2K 0.52% 41
2024
Q4 		$703K Buy
+26,540
New +$708K 0.79% 38

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

Grantvest Financial Group's JULU Position: Q2 2026 in Review

Grantvest Financial Group reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 7.2% in Q2 2026, selling an estimated $33.6K and leaving 13,860 shares worth $445K. The position accounts for 0.26% of the portfolio, ranked #98.

Grantvest Financial Group first reported a position in JULU in Q4 2024 and has held it in 7 quarters since. The position peaked at $703K in Q4 2024. 39 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Grantvest Financial Group held 13,860 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $445K as of Q2 2026.
  • Grantvest Financial Group sold 1,077 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $33.6K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.26% of Grantvest Financial Group's portfolio in Q2 2026, its #98 holding.
  • Grantvest Financial Group first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q4 2024 and has held it in 7 quarters since.
  • Grantvest Financial Group's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $703K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.