Belpointe Asset Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-13	Closed	-$366	–	2031
2023 Q1	$366	Hold	13	–	–	﹤0.01%	3619
2022 Q4	$349	Buy	+13	New	+$347	﹤0.01%	3581

Other funds holding JULW

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

CAN

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

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Belpointe Asset Management's JULW Position: Q2 2023 in Review

Belpointe Asset Management sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2023, closing a stake of 13 shares — an estimated $366 sold.

Belpointe Asset Management first reported a position in JULW in Q4 2022 and held it in 2 quarters. The position peaked at $366 in Q1 2023. 34 funds tracked by Wall St. Rank hold JULW as of Q2 2023.

Belpointe Asset Management reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 13 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2023, an estimated $366.
Belpointe Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $366 in Q1 2023.
34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.