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Allianz’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Allianz’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 		$5.33M Buy
137,398
+132,398
+2,648% +$5.19M 0.06% 171
2025
Q4 		$196K Buy
+5,000
New +$193K ﹤0.01% 333

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
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

Allianz's JULW Position: Q1 2026 in Review

Allianz increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 2,648% in Q1 2026, buying an estimated $5.19M and bringing the position to 137,398 shares worth $5.33M. The position accounts for 0.06% of the portfolio, ranked #171.

Allianz first reported a position in JULW in Q4 2025 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • Allianz held 137,398 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $5.33M as of Q1 2026.
  • Allianz bought 132,398 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $5.19M.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.06% of Allianz's portfolio in Q1 2026, its #171 holding.
  • Allianz first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2025 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Allianz's 13F filing for Q1 2026, filed 11 May 2026.