NIA
JULU

NBZ Investment Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

NBZ Investment Advisors’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 		$651K Sell
20,303
-154
-0.8% -$4.8K 0.25% 33
2026
Q1 		$584K Hold
20,457
– – 0.26% 31
2025
Q4 		$608K Hold
20,457
– – 0.26% 30
2025
Q3 		$599K Sell
20,457
-3,025
-13% -$85.5K 0.31% 29
2025
Q2 		$647K Hold
23,482
– – 0.37% 31
2025
Q1 		$599K Sell
23,482
-22,190
-49% -$589K 0.34% 32
2024
Q4 		$1.21M Buy
+45,672
New +$1.22M 0.68% 21

Other funds holding JULU

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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 $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 39.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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

NBZ Investment Advisors's JULU Position: Q2 2026 in Review

NBZ Investment Advisors reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 0.75% in Q2 2026, selling an estimated $4.8K and leaving 20,303 shares worth $651K. The position accounts for 0.25% of the portfolio, ranked #33.

NBZ Investment Advisors first reported a position in JULU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q4 2024. 38 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • NBZ Investment Advisors held 20,303 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $651K as of Q2 2026.
  • NBZ Investment Advisors sold 154 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $4.8K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.25% of NBZ Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • NBZ Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q4 2024 and has held it in 7 quarters since.
  • NBZ Investment Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $1.21M in Q4 2024.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on NBZ Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.