MWM
JULU

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

Mosley Wealth Management’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 		$59.7K Buy
1,862
+1,643
+750% +$51.2K 0.02% 235
2026
Q1 		$6.41K Buy
+219
New +$6.47K ﹤0.01% 330

Other funds holding JULU

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UFF
USA FINANCIAL FORMULAS Ada, Michigan $546M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return

Mosley Wealth Management's JULU Position: Q2 2026 in Review

Mosley Wealth Management increased its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 750% in Q2 2026, buying an estimated $51.2K and bringing the position to 1,862 shares worth $59.7K. The position accounts for 0.02% of the portfolio, ranked #235.

Mosley Wealth Management first reported a position in JULU in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Mosley Wealth Management held 1,862 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $59.7K as of Q2 2026.
  • Mosley Wealth Management bought 1,643 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $51.2K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Mosley Wealth Management first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.