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Arete Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Arete Wealth 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
Q4 		– Sell
-8,000
Closed -$206K – 674
2022
Q3 		$206K Buy
+8,000
New +$215K 0.02% 514

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
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Arete Wealth Advisors's JULW Position: Q4 2022 in Review

Arete Wealth Advisors sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q4 2022, closing a stake of 8,000 shares — an estimated $206K sold.

Arete Wealth Advisors first reported a position in JULW in Q3 2022 and held it in 1 quarter. The position peaked at $206K in Q3 2022. 34 funds tracked by Wall St. Rank hold JULW as of Q4 2022.

  • Arete Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q4 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 8,000 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q4 2022, an estimated $206K.
  • Arete Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $206K in Q3 2022.
  • 34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q4 2022.

Based on Arete Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.