GLR
JULU

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

Great Lakes Retirement’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 		$241K Sell
8,432
-691
-8% -$20.4K 0.02% 206
2025
Q4 		$271K Sell
9,123
-556
-6% -$16.4K 0.03% 201
2025
Q3 		$283K Sell
9,679
-4,764
-33% -$135K 0.03% 187
2025
Q2 		$398K Sell
14,443
-995
-6% -$25.8K 0.05% 178
2025
Q1 		$394K Buy
+15,438
New +$410K 0.05% 182

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

Great Lakes Retirement's JULU Position: Q1 2026 in Review

Great Lakes Retirement reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 7.6% in Q1 2026, selling an estimated $20.4K and leaving 8,432 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #206.

Great Lakes Retirement first reported a position in JULU in Q1 2025 and has held it in 5 quarters since. The position peaked at $398K in Q2 2025. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • Great Lakes Retirement held 8,432 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $241K as of Q1 2026.
  • Great Lakes Retirement sold 691 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q1 2026, an estimated $20.4K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.02% of Great Lakes Retirement's portfolio in Q1 2026, its #206 holding.
  • Great Lakes Retirement first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q1 2025 and has held it in 5 quarters since.
  • Great Lakes Retirement's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $398K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q1 2026.

Based on Great Lakes Retirement's 13F filing for Q1 2026, filed 6 May 2026.