LRWM
JULU

Lord & Richards Wealth Management’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Lord & Richards Wealth Management’s Portfolio JULU Stock Details JULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-854
Closed -$21.8K – 175
2025
Q1 		$21.8K Buy
+854
New +$21.8K 0.02% 103