SI
JULU

Stephens Inc’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Stephens Inc’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 		$3.62M Sell
112,869
-2,449
-2% -$76.3K 0.04% 367
2026
Q1 		$3.29M Sell
115,318
-450
-0.4% -$13.3K 0.04% 371
2025
Q4 		$3.44M Buy
115,768
+16,117
+16% +$476K 0.04% 377
2025
Q3 		$2.92M Buy
99,651
+3,215
+3% +$90.8K 0.04% 403
2025
Q2 		$2.66M Buy
96,436
+2,862
+3% +$74.2K 0.04% 396
2025
Q1 		$2.39M Buy
93,574
+6,960
+8% +$185K 0.04% 414
2024
Q4 		$2.29M Sell
86,614
-3,561
-4% -$95K 0.03% 419
2024
Q3 		$2.36M Buy
+90,175
New +$2.29M 0.03% 409

Other funds holding JULU

A
Allianz Munich, Germany $9.48B AUM 23.58% 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
UFF
USA FINANCIAL FORMULAS Ada, Michigan $546M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stephens Inc's JULU Position: Q2 2026 in Review

Stephens Inc reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 2.1% in Q2 2026, selling an estimated $76.3K and leaving 112,869 shares worth $3.62M. The position accounts for 0.04% of the portfolio, ranked #367.

Stephens Inc first reported a position in JULU in Q3 2024 and has held it in 8 quarters since. 28 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Stephens Inc held 112,869 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $3.62M as of Q2 2026.
  • Stephens Inc sold 2,449 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $76.3K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.04% of Stephens Inc's portfolio in Q2 2026, its #367 holding.
  • Stephens Inc first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2024 and has held it in 8 quarters since.
  • 28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.