BCGM Wealth Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

BCGM Wealth Management’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	$212K	Hold	5,467	–	–	0.05%	173
2025 Q4	$214K	Hold	5,467	–	–	0.05%	169
2025 Q3	$210K	Hold	5,467	–	–	0.05%	169
2025 Q2	$203K	Buy	+5,467	New	+$192K	0.06%	161
2024 Q4	–	Sell	-11,017	Closed	-$381K	–	157
2024 Q3	$381K	Buy	+11,017	New	+$372K	0.12%	110

Other funds holding JULW

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

BCGM Wealth Management's JULW Position: Q1 2026 in Review

BCGM Wealth Management held its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) position steady in Q1 2026 at 5,467 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #173.

BCGM Wealth Management first reported a position in JULW in Q3 2024 and has held it in 5 quarters since. The position peaked at $381K in Q3 2024. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

BCGM Wealth Management held 5,467 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $212K as of Q1 2026.
BCGM Wealth Management left its AllianzIM U.S. Equity Buffer20 Jul ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.05% of BCGM Wealth Management's portfolio in Q1 2026, its #173 holding.
BCGM Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2024 and has held it in 5 quarters since.
BCGM Wealth Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $381K in Q3 2024.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.