PSFG
JULU

Park Square Financial Group’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-671
Closed -$18.5K – 1004
2025
Q2 		$18.5K Buy
671
+139
+26% +$3.6K 0.01% 479
2025
Q1 		$13.6K Buy
+532
New +$14.1K 0.01% 530

Other funds holding JULU

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $79.5B AUM 27.1% 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 $8.93B AUM 25.13% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Park Square Financial Group's JULU Position: Q3 2025 in Review

Park Square Financial Group sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q3 2025, closing a stake of 671 shares — an estimated $18.5K sold.

Park Square Financial Group first reported a position in JULU in Q1 2025 and held it in 2 quarters. The position peaked at $18.5K in Q2 2025. 43 funds tracked by Wall St. Rank hold JULU as of Q3 2025.

  • Park Square Financial Group reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 671 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q3 2025, an estimated $18.5K.
  • Park Square Financial Group first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $18.5K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.