Skip to content
Disclosery

JULU AIM ETF PRODUCTS TRUST

Follow

ALLIANZIM EQ BUF (fund)

39 managers (39 13F filers) reported a position in JULU shares at 2026-06-30, 2,259,923 shares in all. 9 filers opened a position and 25 filers sold out during the quarter.

Managers
39
13F filers
39
New
9
Added
5
Reduced
17
Sold out
25
Shares held by filers
2,259,923

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Foundations Investment Advisors, LLC692,163$22.2M0.23%new13F-HRTimeline
Allianz SEin group Allianz SE437,176$14M0.15%+39,35413F-HRTimelineGroup
Sanctuary Advisors, LLC263,333$8.45M0.04%013F-HRTimeline
RFG Advisory, LLC200,658$6.44M0.1%+6,22713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC168,920$5.42M0.01%-98113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…112,869$3.62M0.04%-2,44913F-HRTimelineGroup
USA FINANCIAL FORMULAS74,638$2.39M0.44%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,303$1.68M<0.01%-4,00813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,991$706K<0.01%-35613F-HRTimelineGroup
NBZ Investment Advisors LLC20,303$651K0.25%-15413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,068$612K<0.01%-33113F-HRTimelineGroup
AE Wealth Management LLC18,956$608K<0.01%-1,486,41113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,070$580K<0.01%013F-HRTimelineGroup
Arax Advisory Partners17,311$555K<0.01%+2,53713F-HRTimeline
World Investment Advisors16,074$516K0.01%-1,91713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,051$515K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers14,856$477K<0.01%-51113F-HRTimeline
Grantvest Financial Group LLC13,860$445K0.26%-1,07713F-HRTimeline
Transcendent Capital Group LLC13,437$431K0.17%-1,23713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,481$368K<0.01%new13F-HRTimelineGroup
Elevated Capital Advisors, LLC10,646$342K0.09%-9,39013F-HRTimeline
Range Financial Group LLC9,595$308K0.08%-1,20013F-HRTimeline
Southland Equity Partners LLC8,697$279K0.05%013F-HRTimeline
HRT FINANCIAL LP8,454$271K<0.01%new13F-HRTimeline
IFP Advisors, Inc6,130$197K<0.01%+1,93913F-HRTimeline
CENTAURUS FINANCIAL, INC.4,111$132K0.01%-23013F-HRTimeline
IFG Advisory, LLC3,488$112K<0.01%new13F-HRTimeline
Mosley Wealth Management1,862$59.7K0.02%+1,64313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,000$32.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC945$30.3K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.670$21.5K<0.01%-31613F-HRTimeline
POM Investment Strategies, LLC281$9.02K0.01%-103,49713F-HRTimeline
UBS Group AGin group UBS Group AG251$8.05K<0.01%new13F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC107$3.43K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.64$2.05K<0.01%-4,18413F-HRTimeline
Geneos Wealth Management Inc.59$1.89K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC16$524<0.01%13F-HRTimeline
Integrated Wealth Concepts LLC16$514<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$417<0.01%013F-HRTimelineGroup