AIM
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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
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

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Osaic Holdings
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
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
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return