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American Asset Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

American Asset 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 		$5.86M Sell
150,999
-1,762
-1% -$69.1K 5.09% 4
2025
Q4 		$5.98M Sell
152,761
-1,742
-1% -$67.3K 5.07% 4
2025
Q3 		$5.93M Sell
154,503
-1,465
-0.9% -$55.3K 5.33% 4
2025
Q2 		$5.8M Sell
155,968
-912
-0.6% -$32K 5.35% 4
2025
Q1 		$5.41M Sell
156,880
-4,178
-3% -$147K 5.38% 6
2024
Q4 		$5.65M Sell
161,058
-250
-0.2% -$8.73K 5.74% 5
2024
Q3 		$5.57M Sell
161,308
-809
-0.5% -$27.3K 6.02% 3
2024
Q2 		$5.4M Buy
+162,117
New +$5.33M 6.41% 3

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
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
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

American Asset Management's JULW Position: Q1 2026 in Review

American Asset Management reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 1.2% in Q1 2026, selling an estimated $69.1K and leaving 150,999 shares worth $5.86M. The position accounts for 5.09% of the portfolio, ranked #4.

American Asset Management first reported a position in JULW in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.98M in Q4 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • American Asset Management held 150,999 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $5.86M as of Q1 2026.
  • American Asset Management sold 1,762 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $69.1K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 5.09% of American Asset Management's portfolio in Q1 2026, its #4 holding.
  • American Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2024 and has held it in 8 quarters since.
  • American Asset Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $5.98M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on American Asset Management's 13F filing for Q1 2026, filed 7 May 2026.