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Advyzon Investment Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Advyzon Investment 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
2026
Q2 		$8.5M Buy
208,320
+80,656
+63% +$3.25M 0.62% 31
2026
Q1 		$4.95M Buy
127,664
+64,261
+101% +$2.52M 0.44% 53
2025
Q4 		$2.48M Buy
63,403
+56,572
+828% +$2.19M 0.29% 82
2025
Q3 		$262K Buy
+6,831
New +$258K 0.05% 352

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Advyzon Investment Management's JULW Position: Q2 2026 in Review

Advyzon Investment Management increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 63% in Q2 2026, buying an estimated $3.25M and bringing the position to 208,320 shares worth $8.5M. The position accounts for 0.62% of the portfolio, ranked #31.

Advyzon Investment Management first reported a position in JULW in Q3 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Advyzon Investment Management held 208,320 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $8.5M as of Q2 2026.
  • Advyzon Investment Management bought 80,656 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $3.25M.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.62% of Advyzon Investment Management's portfolio in Q2 2026, its #31 holding.
  • Advyzon Investment Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.