Southland Equity Partners’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Southland Equity Partners’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	$279K	Hold	8,697	–	–	0.05%	245
2026 Q1	$248K	Hold	8,697	–	–	0.05%	232
2025 Q4	$258K	Hold	8,697	–	–	0.05%	215
2025 Q3	$254K	Hold	8,697	–	–	0.05%	207
2025 Q2	$239K	Hold	8,697	–	–	0.05%	206
2025 Q1	$222K	Hold	8,697	–	–	0.05%	212
2024 Q4	$230K	Hold	8,697	–	–	0.05%	200
2024 Q3	$227K	Buy	+8,697	New	+$220K	0.06%	207

Other funds holding JULU

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Southland Equity Partners's JULU Position: Q2 2026 in Review

Southland Equity Partners held its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) position steady in Q2 2026 at 8,697 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #245.

Southland Equity Partners first reported a position in JULU in Q3 2024 and has held it in 8 quarters since. 3 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

Southland Equity Partners held 8,697 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $279K as of Q2 2026.
Southland Equity Partners left its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.05% of Southland Equity Partners's portfolio in Q2 2026, its #245 holding.
Southland Equity Partners first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2024 and has held it in 8 quarters since.
3 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.