KFG
JULU

Kingdom Financial Group’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Kingdom Financial Group’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
Q1 		$121K Sell
4,248
-499
-11% -$14.7K 0.03% 194
2025
Q4 		$141K Buy
+4,747
New +$140K 0.04% 175

Other funds holding JULU

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 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 $71.6B AUM 21.08% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Kingdom Financial Group's JULU Position: Q1 2026 in Review

Kingdom Financial Group reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 11% in Q1 2026, selling an estimated $14.7K and leaving 4,248 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #194.

Kingdom Financial Group first reported a position in JULU in Q4 2025 and has held it in 2 quarters since. The position peaked at $141K in Q4 2025. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • Kingdom Financial Group held 4,248 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $121K as of Q1 2026.
  • Kingdom Financial Group sold 499 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q1 2026, an estimated $14.7K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.03% of Kingdom Financial Group's portfolio in Q1 2026, its #194 holding.
  • Kingdom Financial Group first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $141K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.