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
Q2 		– Sell
-8,432
Closed -$241K – 235
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

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

Great Lakes Retirement's JULU Position: Q2 2026 in Review

Great Lakes Retirement sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q2 2026, closing a stake of 8,432 shares — an estimated $241K sold.

Great Lakes Retirement first reported a position in JULU in Q1 2025 and held it in 5 quarters. The position peaked at $398K in Q2 2025. 39 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Great Lakes Retirement reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position as of Q2 2026 after selling out during the quarter.
  • Great Lakes Retirement sold 8,432 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $241K.
  • Great Lakes Retirement first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q1 2025 and held it in 5 quarters.
  • Great Lakes Retirement's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $398K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.