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B.O.S.S. Retirement Advisors’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

B.O.S.S. Retirement 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
2026
Q1 		$3.15M Sell
81,235
-5,617
-6% -$220K 0.96% 25
2025
Q4 		$3.4M Sell
86,852
-53,434
-38% -$2.07M 1.07% 26
2025
Q3 		$5.39M Buy
+140,286
New +$5.3M 1.29% 15
2024
Q4 		– Sell
-17,892
Closed -$618K – 251
2024
Q3 		$618K Buy
17,892
+7,480
+72% +$252K 0.12% 138
2024
Q2 		$347K Buy
+10,412
New +$342K 0.09% 140
2024
Q1 		– Sell
-120,791
Closed -$3.77M – 191
2023
Q4 		$3.77M Sell
120,791
-6,357
-5% -$191K 0.73% 31
2023
Q3 		$3.74M Buy
127,148
+2,114
+2% +$63.1K 0.8% 25
2023
Q2 		$3.73M Buy
125,034
+3,458
+3% +$99.4K 0.79% 25
2023
Q1 		$3.42M Buy
121,576
+617
+0.5% +$17K 0.8% 25
2022
Q4 		$3.25M Buy
+120,959
New +$3.23M 0.83% 23

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return