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 Q3	$199K	Buy	6,145 +15	+0.2%	+$485	﹤0.01%	1535
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

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

IFP Advisors's JULU Position: Q3 2026 in Review

IFP Advisors increased its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 0.24% in Q3 2026, buying an estimated $485 and bringing the position to 6,145 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

IFP Advisors first reported a position in JULU in Q3 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold JULU as of Q3 2026.

IFP Advisors held 6,145 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $199K as of Q3 2026.
IFP Advisors bought 15 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q3 2026, an estimated $485.
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1535 holding.
IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2025 and has held it in 5 quarters since.
34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.