SA
JULU

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

Sanctuary 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 		$7.52M Sell
263,333
-112,449
-30% -$3.32M 0.04% 450
2025
Q4 		$11.2M Hold
375,782
– – 0.06% 320
2025
Q3 		$11M Sell
375,782
-1,784
-0.5% -$50.4K 0.06% 305
2025
Q2 		$10.4M Sell
377,566
-1,744
-0.5% -$45.2K 0.06% 306
2025
Q1 		$9.68M Sell
379,310
-9,065
-2% -$241K 0.07% 299
2024
Q4 		$10.5M Hold
388,375
– – 0.07% 299
2024
Q3 		$10.4M Buy
+388,375
New +$9.84M 0.07% 302

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
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
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
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Sanctuary Advisors's JULU Position: Q1 2026 in Review

Sanctuary Advisors reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 30% in Q1 2026, selling an estimated $3.32M and leaving 263,333 shares worth $7.52M. The position accounts for 0.04% of the portfolio, ranked #450.

Sanctuary Advisors first reported a position in JULU in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.2M in Q4 2025. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • Sanctuary Advisors held 263,333 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $7.52M as of Q1 2026.
  • Sanctuary Advisors sold 112,449 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q1 2026, an estimated $3.32M.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.04% of Sanctuary Advisors's portfolio in Q1 2026, its #450 holding.
  • Sanctuary Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2024 and has held it in 7 quarters since.
  • Sanctuary Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $11.2M 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 Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.