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Aegis Wealth Management (Iowa)’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Aegis Wealth Management (Iowa)’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 		$1.41M Sell
34,584
-213
-0.6% -$8.58K 0.91% 27
2026
Q1 		$1.35M Buy
34,797
+1,724
+5% +$67.6K 1.06% 20
2025
Q4 		$1.29M Buy
+33,073
New +$1.28M 1.02% 21

Other funds holding JULW

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s JULW Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 0.61% in Q2 2026, selling an estimated $8.58K and leaving 34,584 shares worth $1.41M. The position accounts for 0.91% of the portfolio, ranked #27.

Aegis Wealth Management (Iowa) first reported a position in JULW in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 34,584 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $1.41M as of Q2 2026.
  • Aegis Wealth Management (Iowa) sold 213 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $8.58K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.91% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #27 holding.
  • Aegis Wealth Management (Iowa) first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.