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
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

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

SMART Wealth's JULU Position: Q1 2026 in Review

SMART Wealth reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 5% in Q1 2026, selling an estimated $117K and leaving 75,360 shares worth $2.15M. The position accounts for 0.63% of the portfolio, ranked #52.

SMART Wealth first reported a position in JULU in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.36M in Q4 2025. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • SMART Wealth held 75,360 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $2.15M as of Q1 2026.
  • SMART Wealth sold 3,951 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q1 2026, an estimated $117K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.63% of SMART Wealth's portfolio in Q1 2026, its #52 holding.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q2 2025 and has held it in 3 quarters since.
  • SMART Wealth's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $2.36M 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 SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.