SRA
JULU

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

Secured Retirement 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
2024
Q4 		– Sell
-21,719
Closed -$568K – 161
2024
Q3 		$568K Buy
+21,719
New +$551K 0.41% 72

Other funds holding JULU

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Secured Retirement Advisors's JULU Position: Q4 2024 in Review

Secured Retirement Advisors sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q4 2024, closing a stake of 21,719 shares — an estimated $568K sold.

Secured Retirement Advisors first reported a position in JULU in Q3 2024 and held it in 1 quarter. The position peaked at $568K in Q3 2024. 18 funds tracked by Wall St. Rank hold JULU as of Q4 2024.

  • Secured Retirement Advisors reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position as of Q4 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 21,719 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q4 2024, an estimated $568K.
  • Secured Retirement Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2024 and held it in 1 quarter.
  • Secured Retirement Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $568K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q4 2024.

Based on Secured Retirement Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.