JY
JULU

Jeff Yass’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Jeff Yass’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 		$515K Buy
+16,051
New +$500K ﹤0.01% 9864
2026
Q1 		– Sell
-12,315
Closed -$366K – 14334
2025
Q4 		$366K Buy
12,315
+1,320
+12% +$39K ﹤0.01% 9486
2025
Q3 		$322K Sell
10,995
-11,233
-51% -$317K ﹤0.01% 9948
2025
Q2 		$612K Buy
22,228
+3,462
+18% +$89.7K ﹤0.01% 8703
2025
Q1 		$479K Buy
18,766
+8,147
+77% +$216K ﹤0.01% 8987
2024
Q4 		$281K Sell
10,619
-29
-0.3% -$773 ﹤0.01% 9970
2024
Q3 		$278K Buy
+10,648
New +$270K ﹤0.01% 9770

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

Jeff Yass's JULU Position: Q2 2026 in Review

Jeff Yass opened a new position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q2 2026: 16,051 shares worth $515K. The stake represents ﹤0.01% of the portfolio and ranks #9864 among its holdings. This is a return to the name: Jeff Yass previously reported a position in JULU as recently as Q4 2025.

Jeff Yass first reported a position in JULU in Q3 2024 and has held it in 7 quarters since. The position peaked at $612K in Q2 2025. 39 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Jeff Yass held 16,051 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $515K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF was a new Jeff Yass position in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9864 holding.
  • Jeff Yass first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2024 and has held it in 7 quarters since.
  • Jeff Yass's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $612K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.