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

AE 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
2026 Q1	$31.7M	Sell	817,175 -9,023	-1%	-$354K	0.17%	132
2025 Q4	$32.3M	Sell	826,198 -12,737	-2%	-$492K	0.19%	118
2025 Q3	$32.2M	Buy	838,935 +831,922	+11,863%	+$31.4M	0.21%	111
2025 Q2	$261K	Buy	7,013 +743	+12%	+$26.1K	﹤0.01%	1177
2025 Q1	$216K	Sell	6,270 -1,252	-17%	-$44.1K	﹤0.01%	1244
2024 Q4	$264K	Sell	7,522 -1,327,771	-99%	-$46.4M	﹤0.01%	1154
2024 Q3	$46.1M	Buy	1,335,293 +44,105	+3%	+$1.49M	0.42%	52
2024 Q2	$43M	Buy	1,291,188 +1,275,601	+8,184%	+$41.9M	0.43%	54
2024 Q1	$508K	Sell	15,587 -1,850,467	-99%	-$59.1M	0.01%	817
2023 Q4	$59.2M	Buy	1,866,054 +216,507	+13%	+$6.52M	0.3%	68
2023 Q3	$48.5M	Buy	1,649,547 +130,404	+9%	+$3.89M	0.29%	65
2023 Q2	$45.3M	Buy	1,519,143 +506,267	+50%	+$14.6M	0.27%	69
2023 Q1	$28.5M	Buy	1,012,876 +45,544	+5%	+$1.26M	0.18%	128
2022 Q4	$26M	Sell	967,332 -180,513	-16%	-$4.82M	0.19%	123
2022 Q3	$29.6M	Buy	+1,147,845	New	+$30.8M	0.23%	93

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

LIWM

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

AE Wealth Management's JULW Position: Q1 2026 in Review

AE Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 1.1% in Q1 2026, selling an estimated $354K and leaving 817,175 shares worth $31.7M. The position accounts for 0.17% of the portfolio, ranked #132.

AE Wealth Management first reported a position in JULW in Q3 2022 and has held it in 15 quarters since. The position peaked at $59.2M in Q4 2023. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

AE Wealth Management held 817,175 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $31.7M as of Q1 2026.
AE Wealth Management sold 9,023 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $354K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.17% of AE Wealth Management's portfolio in Q1 2026, its #132 holding.
AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2022 and has held it in 15 quarters since.
AE Wealth Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $59.2M in Q4 2023.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.