Accurate Wealth Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Accurate Wealth Management’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 Q4	–	Sell	-7,876	Closed	-$302K	–	521
2025 Q3	$302K	Sell	7,876 -100	-1%	-$3.78K	0.04%	390
2025 Q2	$297K	Sell	7,976 -200	-2%	-$7.02K	0.05%	357
2025 Q1	$275K	Sell	8,176 -214	-3%	-$7.54K	0.05%	306
2024 Q4	$293K	Hold	8,390	–	–	0.06%	293
2024 Q3	$290K	Hold	8,390	–	–	0.06%	289
2024 Q2	$284K	Buy	8,390 +1,350	+19%	+$44.3K	0.07%	242
2024 Q1	$226K	Sell	7,040 -610	-8%	-$19.5K	0.07%	260
2023 Q4	$240K	Hold	7,650	–	–	0.07%	238
2023 Q3	$227K	Buy	+7,650	New	+$228K	0.07%	236
2023 Q1	–	Sell	-3,520	Closed	-$95.8K	–	861
2022 Q4	$95.8K	Buy	+3,520	New	+$94K	0.04%	315

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

Accurate Wealth Management's JULW Position: Q4 2025 in Review

Accurate Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q4 2025, closing a stake of 7,876 shares — an estimated $302K sold.

Accurate Wealth Management first reported a position in JULW in Q4 2022 and held it in 10 quarters. The position peaked at $302K in Q3 2025. 75 funds tracked by Wall St. Rank hold JULW as of Q4 2025.

Accurate Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q4 2025 after selling out during the quarter.
Accurate Wealth Management sold 7,876 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q4 2025, an estimated $302K.
Accurate Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2022 and held it in 10 quarters.
Accurate Wealth Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $302K in Q3 2025.
75 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q4 2025.

Based on Accurate Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.