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 Q3	$3.72M	Buy	114,734 +1,865	+2%	+$60.3K	0.04%	360
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

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Stephens Inc's JULU Position: Q3 2026 in Review

Stephens Inc increased its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 1.7% in Q3 2026, buying an estimated $60.3K and bringing the position to 114,734 shares worth $3.72M. The position accounts for 0.04% of the portfolio, ranked #360.

Stephens Inc first reported a position in JULU in Q3 2024 and has held it in 9 quarters since. 34 funds tracked by Wall St. Rank hold JULU as of Q3 2026.

Stephens Inc held 114,734 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $3.72M as of Q3 2026.
Stephens Inc bought 1,865 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q3 2026, an estimated $60.3K.
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.04% of Stephens Inc's portfolio in Q3 2026, its #360 holding.
Stephens Inc first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2024 and has held it in 9 quarters since.
34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q3 2026.

Based on Stephens Inc's 13F filing for Q3 2026, filed 12 Nov 2026.