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
+8,672
+13% +$270K 0.44% 18
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

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

USA Financial Formulas's JULU Position: Q2 2026 in Review

USA Financial Formulas increased its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) stake by 13% in Q2 2026, buying an estimated $270K and bringing the position to 74,638 shares worth $2.39M. The position accounts for 0.44% of the portfolio, ranked #18.

USA Financial Formulas first reported a position in JULU in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.82M in Q2 2025. 39 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.
  • USA Financial Formulas bought 8,672 AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF shares in Q2 2026, an estimated $270K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.44% of USA Financial Formulas's portfolio in Q2 2026, its #18 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 6 quarters since.
  • USA Financial Formulas's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $2.82M in Q2 2025.
  • 39 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.