PA
JULU

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

Pineridge 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
2025
Q3 		$293 Sell
10
-17
-63% -$480 ﹤0.01% 428
2025
Q2 		$744 Sell
27
-303
-92% -$7.85K ﹤0.01% 500
2025
Q1 		$8.42K Buy
+330
New +$8.76K ﹤0.01% 250

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 $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
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

Pineridge Advisors's JULU Position: Q3 2025 in Review

Pineridge Advisors reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 63% in Q3 2025, selling an estimated $480 and leaving 10 shares worth $293. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Pineridge Advisors first reported a position in JULU in Q1 2025 and has held it in 3 quarters since. The position peaked at $8.42K in Q1 2025. 43 funds tracked by Wall St. Rank hold JULU as of Q3 2025.

  • Pineridge Advisors held 10 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $293 as of Q3 2025.
  • Pineridge Advisors sold 17 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q3 2025, an estimated $480.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #428 holding.
  • Pineridge Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q1 2025 and has held it in 3 quarters since.
  • Pineridge Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $8.42K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.