AFS
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Access Financial Services’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Access Financial Services’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
2025
Q1 		– Sell
-13,813
Closed -$484K – 109
2024
Q4 		$484K Sell
13,813
-3,830
-22% -$134K 0.22% 75
2024
Q3 		$609K Buy
+17,643
New +$595K 0.28% 66

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Access Financial Services's JULW Position: Q1 2025 in Review

Access Financial Services sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2025, closing a stake of 13,813 shares — an estimated $484K sold.

Access Financial Services first reported a position in JULW in Q3 2024 and held it in 2 quarters. The position peaked at $609K in Q3 2024. 56 funds tracked by Wall St. Rank hold JULW as of Q1 2025.

  • Access Financial Services reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2025 after selling out during the quarter.
  • Access Financial Services sold 13,813 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2025, an estimated $484K.
  • Access Financial Services first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2024 and held it in 2 quarters.
  • Access Financial Services's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $609K in Q3 2024.
  • 56 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2025.

Based on Access Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.