Advisornet Financial’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Advisornet Financial’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 Q1	$134K	Hold	3,453	–	–	0.01%	720
2025 Q4	$135K	Hold	3,453	–	–	0.01%	716
2025 Q3	$133K	Hold	3,453	–	–	0.01%	707
2025 Q2	$128K	Hold	3,453	–	–	0.01%	691
2025 Q1	$119K	Hold	3,453	–	–	0.01%	677
2024 Q4	$121K	Hold	3,453	–	–	0.01%	629
2024 Q3	$119K	Hold	3,453	–	–	0.01%	651
2024 Q2	$115K	Hold	3,453	–	–	0.01%	600
2024 Q1	$113K	Sell	3,453 -1,000	-22%	-$31.9K	0.01%	605
2023 Q4	$139K	Hold	4,453	–	–	0.01%	544
2023 Q3	$131K	Buy	4,453 +2,900	+187%	+$86.5K	0.01%	539
2023 Q2	$46.3K	Buy	1,553 +300	+24%	+$8.62K	﹤0.01%	835
2023 Q1	$35.2K	Buy	1,253 +253	+25%	+$6.98K	﹤0.01%	891
2022 Q4	$26.9K	Hold	1,000	–	–	﹤0.01%	965
2022 Q3	$26K	Hold	1,000	–	–	﹤0.01%	1027
2022 Q2	$26K	Buy	+1,000	New	+$26.5K	﹤0.01%	1044

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

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 $115M AUM 12.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Advisornet Financial's JULW Position: Q1 2026 in Review

Advisornet Financial held its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) position steady in Q1 2026 at 3,453 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #720.

Advisornet Financial first reported a position in JULW in Q2 2022 and has held it in 16 quarters since. The position peaked at $139K in Q4 2023. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

Advisornet Financial held 3,453 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $134K as of Q1 2026.
Advisornet Financial left its AllianzIM U.S. Equity Buffer20 Jul ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #720 holding.
Advisornet Financial first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2022 and has held it in 16 quarters since.
Advisornet Financial's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $139K in Q4 2023.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.