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

Kestra Advisory Services’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	$612K	Sell	19,068 -331	-2%	-$10.3K	﹤0.01%	2187
2026 Q1	$554K	Buy	19,399 +322	+2%	+$9.52K	﹤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%	+$9.64K	﹤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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Kestra Advisory Services's JULU Position: Q2 2026 in Review

Kestra Advisory Services reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 1.7% in Q2 2026, selling an estimated $10.3K and leaving 19,068 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Kestra Advisory Services first reported a position in JULU in Q3 2024 and has held it in 8 quarters since. 10 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

Kestra Advisory Services held 19,068 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $612K as of Q2 2026.
Kestra Advisory Services sold 331 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $10.3K.
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2187 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 8 quarters since.
10 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.