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
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

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $219M AUM 19.72% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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 $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

UBS Group's JULU Position: Q2 2025 in Review

UBS Group sold out of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q2 2025, closing a stake of 20 shares — an estimated $510 sold.

UBS Group first reported a position in JULU in Q4 2024 and held it in 2 quarters. The position peaked at $1.72K in Q4 2024. 35 funds tracked by Wall St. Rank hold JULU as of Q2 2025.

  • UBS Group reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 20 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2025, an estimated $510.
  • UBS Group first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q4 2024 and held it in 2 quarters.
  • UBS Group's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $1.72K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.