UBS Group
JULU

UBS Group’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

UBS Group’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 		$8.05K Buy
+251
New +$7.82K ﹤0.01% 8711
2025
Q2 		– Sell
-20
Closed -$510 – 10995
2025
Q1 		$510 Sell
20
-45
-69% -$1.19K ﹤0.01% 9753
2024
Q4 		$1.72K Buy
+65
New +$1.73K ﹤0.01% 9175

Other funds holding JULU

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return

UBS Group's JULU Position: Q2 2026 in Review

UBS Group opened a new position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q2 2026: 251 shares worth $8.05K. The stake represents ﹤0.01% of the portfolio and ranks #8711 among its holdings. This is a return to the name: UBS Group previously reported a position in JULU as recently as Q1 2025.

UBS Group first reported a position in JULU in Q4 2024 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • UBS Group held 251 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $8.05K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF was a new UBS Group position in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8711 holding.
  • UBS Group first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q4 2024 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.