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
Q1 		$1.88M Sell
65,966
-3,931
-6% -$116K 0.36% 16
2025
Q4 		$2.08M Sell
69,897
-14,420
-17% -$426K 0.38% 17
2025
Q3 		$2.47M Sell
84,317
-18,043
-18% -$510K 0.43% 19
2025
Q2 		$2.82M Buy
102,360
+102,313
+217,687% +$2.65M 0.48% 24
2025
Q1 		$1.2K Buy
+47
New +$1.25K ﹤0.01% 257

Other funds holding JULU

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 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
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

USA Financial Formulas's JULU Position: Q1 2026 in Review

USA Financial Formulas reduced its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 5.6% in Q1 2026, selling an estimated $116K and leaving 65,966 shares worth $1.88M. The position accounts for 0.36% of the portfolio, ranked #16.

USA Financial Formulas first reported a position in JULU in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.82M in Q2 2025. 54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • USA Financial Formulas held 65,966 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $1.88M as of Q1 2026.
  • USA Financial Formulas sold 3,931 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q1 2026, an estimated $116K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.36% of USA Financial Formulas's portfolio in Q1 2026, its #16 holding.
  • USA Financial Formulas first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q1 2025 and has held it in 5 quarters since.
  • USA Financial Formulas's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $2.82M in Q2 2025.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.