Authentikos Wealth Advisory’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Authentikos Wealth Advisory’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
2024 Q4	–	Sell	-32,904	Closed	-$1.14M	–	130
2024 Q3	$1.14M	Buy	+32,904	New	+$1.11M	1.09%	25
2024 Q1	–	Sell	-41,264	Closed	-$1.29M	–	69
2023 Q4	$1.29M	Sell	41,264 -1,931	-4%	-$58.1K	1.36%	19
2023 Q3	$1.27M	Sell	43,195 -2,770	-6%	-$82.6K	1.23%	20
2023 Q2	$1.37M	Sell	45,965 -2,746	-6%	-$78.9K	1.29%	23
2023 Q1	$1.31M	Buy	+48,711	New	+$1.34M	1.33%	20

Other funds holding JULW

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Authentikos Wealth Advisory's JULW Position: Q4 2024 in Review

Authentikos Wealth Advisory sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q4 2024, closing a stake of 32,904 shares — an estimated $1.14M sold.

Authentikos Wealth Advisory first reported a position in JULW in Q1 2023 and held it in 5 quarters. The position peaked at $1.37M in Q2 2023. 61 funds tracked by Wall St. Rank hold JULW as of Q4 2024.

Authentikos Wealth Advisory reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q4 2024 after selling out during the quarter.
Authentikos Wealth Advisory sold 32,904 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q4 2024, an estimated $1.14M.
Authentikos Wealth Advisory first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2023 and held it in 5 quarters.
Authentikos Wealth Advisory's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.37M in Q2 2023.
61 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q4 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.