HI
JULU

Harbour Investments’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Harbour Investments’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 		$28.1K Hold
986
– – ﹤0.01% 2673
2025
Q4 		$29.3K Hold
986
– – ﹤0.01% 2233
2025
Q3 		$28.9K Hold
986
– – ﹤0.01% 2166
2025
Q2 		$27.2K Hold
986
– – ﹤0.01% 2093
2025
Q1 		$25.2K Hold
986
– – ﹤0.01% 2085
2024
Q4 		$26.1K Hold
986
– – ﹤0.01% 2000
2024
Q3 		$25.8K Buy
+986
New +$25K ﹤0.01% 1945

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 $87.8M AUM 10.63% 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

Harbour Investments's JULU Position: Q1 2026 in Review

Harbour Investments held its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) position steady in Q1 2026 at 986 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2673.

Harbour Investments first reported a position in JULU in Q3 2024 and has held it in 7 quarters since. The position peaked at $29.3K in Q4 2025. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • Harbour Investments held 986 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $28.1K as of Q1 2026.
  • Harbour Investments left its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2673 holding.
  • Harbour Investments first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2024 and has held it in 7 quarters since.
  • Harbour Investments's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $29.3K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.