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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
Q2 		$756K Sell
18,528
-798,647
-98% -$32.2M ﹤0.01% 1027
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
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
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 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

AE Wealth Management's JULW Position: Q2 2026 in Review

AE Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 98% in Q2 2026, selling an estimated $32.2M and leaving 18,528 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

AE Wealth Management first reported a position in JULW in Q3 2022 and has held it in 16 quarters since. The position peaked at $59.2M in Q4 2023. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • AE Wealth Management held 18,528 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $756K as of Q2 2026.
  • AE Wealth Management sold 798,647 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $32.2M.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1027 holding.
  • AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2022 and has held it in 16 quarters since.
  • AE Wealth Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $59.2M in Q4 2023.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.