Bank of America
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Bank of America’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Bank of America’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
2022
Q4 		– Sell
-774
Closed -$20K – 8324
2022
Q3 		$20K Buy
+774
New +$20.8K ﹤0.01% 7032

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America's JULW Position: Q4 2022 in Review

Bank of America sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q4 2022, closing a stake of 774 shares — an estimated $20K sold.

Bank of America first reported a position in JULW in Q3 2022 and held it in 1 quarter. The position peaked at $20K in Q3 2022. 34 funds tracked by Wall St. Rank hold JULW as of Q4 2022.

  • Bank of America reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q4 2022 after selling out during the quarter.
  • Bank of America sold 774 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q4 2022, an estimated $20K.
  • Bank of America first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2022 and held it in 1 quarter.
  • Bank of America's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $20K in Q3 2022.
  • 34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q4 2022.

Based on Bank of America's 13F filing for Q4 2022, filed 10 Feb 2023.