IA
JULU

IFP Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

IFP Advisors’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 		$197K Buy
6,130
+1,939
+46% +$60.4K ﹤0.01% 1528
2026
Q1 		$120K Hold
4,191
– – ﹤0.01% 1719
2025
Q4 		$125K Hold
4,191
– – ﹤0.01% 1656
2025
Q3 		$123K Buy
+4,191
New +$118K ﹤0.01% 1557

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

IFP Advisors's JULU Position: Q2 2026 in Review

IFP Advisors increased its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 46% in Q2 2026, buying an estimated $60.4K and bringing the position to 6,130 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

IFP Advisors first reported a position in JULU in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • IFP Advisors held 6,130 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $197K as of Q2 2026.
  • IFP Advisors bought 1,939 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $60.4K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1528 holding.
  • IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.