OWA
JULU

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

Outlook Wealth 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 		$1.67M Sell
58,460
-58,096
-50% -$1.72M 0.4% 53
2025
Q4 		$3.46M Buy
116,556
+55,974
+92% +$1.65M 0.78% 27
2025
Q3 		$1.77M Buy
+60,582
New +$1.71M 0.44% 48

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 $80.8M AUM 9.88% 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

Outlook Wealth Advisors's JULU Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 50% in Q1 2026, selling an estimated $1.72M and leaving 58,460 shares worth $1.67M. The position accounts for 0.4% of the portfolio, ranked #53.

Outlook Wealth Advisors first reported a position in JULU in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.46M in Q4 2025. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • Outlook Wealth Advisors held 58,460 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $1.67M as of Q1 2026.
  • Outlook Wealth Advisors sold 58,096 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q1 2026, an estimated $1.72M.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.4% of Outlook Wealth Advisors's portfolio in Q1 2026, its #53 holding.
  • Outlook Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2025 and has held it in 3 quarters since.
  • Outlook Wealth Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $3.46M in Q4 2025.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.