LI
JULU

LifeWealth Investments’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

LifeWealth Investments’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
-15,703
Closed -$448K – 157
2026
Q1 		$448K Sell
15,703
-5,603
-26% -$166K 0.13% 86
2025
Q4 		$633K Sell
21,306
-22,765
-52% -$672K 0.2% 75
2025
Q3 		$1.29M Buy
44,071
+10,116
+30% +$286K 0.2% 80
2025
Q2 		$935K Buy
33,955
+4,931
+17% +$128K 0.16% 95
2025
Q1 		$740K Buy
+29,024
New +$770K 0.16% 96

Other funds holding JULU

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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