SW
JULU

SMART Wealth’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

SMART Wealth’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
Q2 		– Sell
-75,360
Closed -$2.15M – 259
2026
Q1 		$2.15M Sell
75,360
-3,951
-5% -$117K 0.63% 52
2025
Q4 		$2.36M Buy
+79,311
New +$2.34M 0.72% 48
2025
Q3 		– Sell
-7,311
Closed -$201K – 189
2025
Q2 		$201K Buy
+7,311
New +$189K 0.06% 167

Other funds holding JULU

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return

SMART Wealth's JULU Position: Q2 2026 in Review

SMART Wealth sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q2 2026, closing a stake of 75,360 shares — an estimated $2.15M sold.

SMART Wealth first reported a position in JULU in Q2 2025 and held it in 3 quarters. The position peaked at $2.36M in Q4 2025. 38 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • SMART Wealth reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position as of Q2 2026 after selling out during the quarter.
  • SMART Wealth sold 75,360 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $2.15M.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q2 2025 and held it in 3 quarters.
  • SMART Wealth's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $2.36M in Q4 2025.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.