WIA
JULU

World Investment Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

World Investment Advisors’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 		$514K Buy
+17,991
New +$532K 0.01% 976

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 $87.8M AUM 10.63% 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

World Investment Advisors's JULU Position: Q1 2026 in Review

World Investment Advisors opened a new position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) in Q1 2026: 17,991 shares worth $514K. The stake represents 0.01% of the portfolio and ranks #976 among its holdings.

54 funds tracked by Wall St. Rank hold JULU as of Q1 2026.

  • World Investment Advisors held 17,991 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $514K as of Q1 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF was a new World Investment Advisors position in Q1 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #976 holding.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.