LifeWealth Investments, LLC
Position in JULU — AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
CIK 2033794
WINTER GARDEN, FL
All Filings in JULU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JULU | $448,320 | 15,703 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 JULU | $633,001 | 21,306 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 JULU | $645,651 | 22,066 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 JULU | $473,405 | 17,191 | Shares | Sole | 2026-01-26 | |
| 2025-03-31 JULU | $369,665 | 14,491 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||