Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$2.15M	Sell	57,863 -19,388	-25%	-$680K	0.05%	400
2025 Q1	$2.66M	Sell	77,251 -19,278	-20%	-$679K	0.03%	531
2024 Q4	$3.38M	Sell	96,529 -2,366	-2%	-$82.7K	0.04%	469
2024 Q3	$3.42M	Buy	98,895 +31,793	+47%	+$1.07M	0.04%	452
2024 Q2	$2.24M	Buy	67,102 +21,560	+47%	+$708K	0.02%	591
2024 Q1	$1.49M	Sell	45,542 -13,096	-22%	-$418K	0.02%	742
2023 Q4	$1.83M	Sell	58,638 -546	-0.9%	-$16.4K	0.02%	632
2023 Q3	$1.74M	Buy	59,184 +19,273	+48%	+$575K	0.02%	612
2023 Q2	$1.19M	Buy	39,911 +31,896	+398%	+$917K	0.02%	767
2023 Q1	$225K	Sell	8,015 -3,312	-29%	-$91.4K	﹤0.01%	1601
2022 Q4	$305K	Buy	+11,327	New	+$303K	﹤0.01%	1353

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Wealth Solutions's JULW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 25% in Q2 2025, selling an estimated $680K and leaving 57,863 shares worth $2.15M. The position accounts for 0.05% of the portfolio, ranked #400.

Atria Wealth Solutions first reported a position in JULW in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.42M in Q3 2024. 57 funds tracked by Wall St. Rank hold JULW as of Q2 2025.

Atria Wealth Solutions held 57,863 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $2.15M as of Q2 2025.
Atria Wealth Solutions sold 19,388 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2025, an estimated $680K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #400 holding.
Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $3.42M in Q3 2024.
57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.