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JULU

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

Networth 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 		– Sell
-32,953
Closed -$941K – 443
2026
Q1 		$941K Buy
32,953
+14
+0% +$414 0.67% 28
2025
Q4 		$979K Buy
+32,939
New +$972K 0.72% 27

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
TCG
Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Networth Advisors's JULU Position: Q2 2026 in Review

Networth Advisors sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q2 2026, closing a stake of 32,953 shares — an estimated $941K sold.

Networth Advisors first reported a position in JULU in Q4 2025 and held it in 2 quarters. The position peaked at $979K in Q4 2025. 19 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Networth Advisors reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position as of Q2 2026 after selling out during the quarter.
  • Networth Advisors sold 32,953 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $941K.
  • Networth Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q4 2025 and held it in 2 quarters.
  • Networth Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $979K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.