IWC
JULU

Integrated Wealth Concepts’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Integrated Wealth Concepts’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 		$514 Buy
+16
New +$499 ﹤0.01% 5643

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

Integrated Wealth Concepts's JULU Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q2 2026: 16 shares worth $514. The stake represents ﹤0.01% of the portfolio and ranks #5643 among its holdings.

39 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Integrated Wealth Concepts held 16 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $514 as of Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5643 holding.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.