Superior Planning, LLC’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Superior Planning, LLC’s Portfolio JULW Stock Details JULW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$237K	Buy	+5,700	New	+$235K	0.1%	148

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Superior Planning, LLC's JULW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q3 2026: 5,700 shares worth $237K. The stake represents 0.1% of the portfolio and ranks #148 among its holdings.

61 funds tracked by Wall St. Rank hold JULW as of Q3 2026.

Superior Planning, LLC held 5,700 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $237K as of Q3 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF was a new Superior Planning, LLC position in Q3 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.1% of Superior Planning, LLC's portfolio in Q3 2026, its #148 holding.
61 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.