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
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

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 $87.8M AUM 10.63% 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

NBZ Investment Advisors's JULU Position: Q1 2026 in Review

NBZ Investment Advisors held its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) position steady in Q1 2026 at 20,457 shares worth $584K. The position accounts for 0.26% of the portfolio, ranked #31.

NBZ Investment Advisors first reported a position in JULU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q4 2024. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • NBZ Investment Advisors held 20,457 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $584K as of Q1 2026.
  • NBZ Investment Advisors left its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.26% of NBZ Investment Advisors's portfolio in Q1 2026, its #31 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 6 quarters since.
  • NBZ Investment Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $1.21M in Q4 2024.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q1 2026.

Based on NBZ Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.