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Advisory Solutions Group’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Advisory Solutions Group’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 		$530K Hold
12,771
– – 0.11% 161
2026
Q2 		$521K Buy
+12,771
New +$515K 0.18% 114

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Guardian Capital (Pennsylvania)
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Long Island Wealth Management
Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return

Advisory Solutions Group's JULW Position: Q3 2026 in Review

Advisory Solutions Group held its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) position steady in Q3 2026 at 12,771 shares worth $530K. The position accounts for 0.11% of the portfolio, ranked #161.

Advisory Solutions Group first reported a position in JULW in Q2 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold JULW as of Q3 2026.

  • Advisory Solutions Group held 12,771 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $530K as of Q3 2026.
  • Advisory Solutions Group left its AllianzIM U.S. Equity Buffer20 Jul ETF share count unchanged in Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.11% of Advisory Solutions Group's portfolio in Q3 2026, its #161 holding.
  • Advisory Solutions Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.