IWMO
JULU

Integrated Wealth Management (Ohio)’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Integrated Wealth Management (Ohio)’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
-37,810
Closed -$1.08M – 110
2026
Q1 		$1.08M Buy
37,810
+4,005
+12% +$118K 1.24% 23
2025
Q4 		$1M Buy
+33,805
New +$998K 1.13% 29

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 Management (Ohio)'s JULU Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q2 2026, closing a stake of 37,810 shares — an estimated $1.08M sold.

Integrated Wealth Management (Ohio) first reported a position in JULU in Q4 2025 and held it in 2 quarters. The position peaked at $1.08M in Q1 2026. 39 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Integrated Wealth Management (Ohio) reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Management (Ohio) sold 37,810 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $1.08M.
  • Integrated Wealth Management (Ohio) first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q4 2025 and held it in 2 quarters.
  • Integrated Wealth Management (Ohio)'s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $1.08M in Q1 2026.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.