Avantax Advisory Services’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-7,324	Closed	-$229K	–	1706
2023 Q4	$229K	Sell	7,324 -2,246	-23%	-$67.6K	﹤0.01%	1397
2023 Q3	$281K	Buy	+9,570	New	+$286K	﹤0.01%	1232
2023 Q2	–	Sell	-7,668	Closed	-$216K	–	1544
2023 Q1	$216K	Sell	7,668 -425	-5%	-$11.7K	﹤0.01%	1338
2022 Q4	$218K	Buy	+8,093	New	+$216K	﹤0.01%	1271

Other funds holding JULW

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

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Avantax Advisory Services's JULW Position: Q1 2024 in Review

Avantax Advisory Services sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2024, closing a stake of 7,324 shares — an estimated $229K sold.

Avantax Advisory Services first reported a position in JULW in Q4 2022 and held it in 4 quarters. The position peaked at $281K in Q3 2023. 47 funds tracked by Wall St. Rank hold JULW as of Q1 2024.

Avantax Advisory Services reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 7,324 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2024, an estimated $229K.
Avantax Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2022 and held it in 4 quarters.
Avantax Advisory Services's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $281K in Q3 2023.
47 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.