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 Q2	–	Sell	-81,235	Closed	-$3.15M	–	167
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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AAM

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

GCP

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

B.O.S.S. Retirement Advisors's JULW Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2026, closing a stake of 81,235 shares — an estimated $3.15M sold.

B.O.S.S. Retirement Advisors first reported a position in JULW in Q4 2022 and held it in 10 quarters. The position peaked at $5.39M in Q3 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

B.O.S.S. Retirement Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2026 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 81,235 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $3.15M.
B.O.S.S. Retirement Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2022 and held it in 10 quarters.
B.O.S.S. Retirement Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $5.39M in Q3 2025.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.