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American Portfolios Advisors’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$4.27M Buy
165,585
+56,666
+52% +$1.52M 0.18% 114
2022
Q2 		$2.87M Buy
108,919
+107,447
+7,299% +$2.85M 0.12% 183
2022
Q1 		$40K Hold
1,472
– – ﹤0.01% 1996
2021
Q4 		$40K Sell
1,472
-1,700
-54% -$45.8K ﹤0.01% 1971
2021
Q3 		$84.1K Buy
+3,172
New +$84.4K ﹤0.01% 1527

Other funds holding JULW

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

American Portfolios Advisors's JULW Position: Q3 2022 in Review

American Portfolios Advisors increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 52% in Q3 2022, buying an estimated $1.52M and bringing the position to 165,585 shares worth $4.27M. The position accounts for 0.18% of the portfolio, ranked #114.

American Portfolios Advisors first reported a position in JULW in Q3 2021 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold JULW as of Q3 2022.

  • American Portfolios Advisors held 165,585 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $4.27M as of Q3 2022.
  • American Portfolios Advisors bought 56,666 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2022, an estimated $1.52M.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.18% of American Portfolios Advisors's portfolio in Q3 2022, its #114 holding.
  • American Portfolios Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2021 and has held it in 5 quarters since.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.