UFF
JULU

USA FINANCIAL FORMULAS’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

USA FINANCIAL FORMULAS’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 		$2.39M Buy
+74,638
New +$2.33M 0.44% 18

Other funds holding JULU

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

USA FINANCIAL FORMULAS's JULU Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q2 2026: 74,638 shares worth $2.39M. The stake represents 0.44% of the portfolio and ranks #18 among its holdings.

16 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • USA FINANCIAL FORMULAS held 74,638 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $2.39M as of Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.44% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #18 holding.
  • 16 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.