RWPA
JULU

Richard W. Paul & Associates’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Richard W. Paul & Associates’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
Q4 		– Sell
-32
Closed -$936 – 327
2025
Q3 		$936 Sell
32
-31
-49% -$876 ﹤0.01% 307
2025
Q2 		$1.74K Hold
63
– – ﹤0.01% 303
2025
Q1 		$1.61K Buy
+63
New +$1.67K ﹤0.01% 300

Other funds holding JULU

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 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
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Richard W. Paul & Associates's JULU Position: Q4 2025 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q4 2025, closing a stake of 32 shares — an estimated $936 sold.

Richard W. Paul & Associates first reported a position in JULU in Q1 2025 and held it in 3 quarters. The position peaked at $1.74K in Q2 2025. 51 funds tracked by Wall St. Rank hold JULU as of Q4 2025.

  • Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position as of Q4 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 32 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q4 2025, an estimated $936.
  • Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q1 2025 and held it in 3 quarters.
  • Richard W. Paul & Associates's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $1.74K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q4 2025.

Based on Richard W. Paul & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.