Kestra Advisory Services’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$743K Buy
22,920
+3,852
+20% +$125K ﹤0.01% 2171
2026
Q2
$612K Sell
19,068
-331
-2% -$10.3K ﹤0.01% 2187
2026
Q1
$554K Buy
19,399
+322
+2% +$9.5K ﹤0.01% 2137
2025
Q4
$567K Sell
19,077
-209
-1% -$6.17K ﹤0.01% 2050
2025
Q3
$564K Sell
19,286
-210
-1% -$5.93K ﹤0.01% 1974
2025
Q2
$537K Buy
19,496
+372
+2% +$9.6K ﹤0.01% 1918
2025
Q1
$488K Buy
19,124
+813
+4% +$21.6K ﹤0.01% 1828
2024
Q4
$485K Sell
18,311
-3,196
-15% -$85.2K ﹤0.01% 1889
2024
Q3
$562K Buy
+21,507
New +$545K ﹤0.01% 1694

Other funds holding JULU

Kestra Advisory Services's JULU Position: Q3 2026 in Review

Kestra Advisory Services increased its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 20% in Q3 2026, buying an estimated $125K and bringing the position to 22,920 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

Kestra Advisory Services first reported a position in JULU in Q3 2024 and has held it in 9 quarters since. 34 funds tracked by Wall St. Rank hold JULU as of Q3 2026.

  • Kestra Advisory Services held 22,920 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $743K as of Q3 2026.
  • Kestra Advisory Services bought 3,852 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q3 2026, an estimated $125K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2171 holding.
  • Kestra Advisory Services first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2024 and has held it in 9 quarters since.
  • 34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.