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

BIP Wealth’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 		$2.54M Sell
62,126
-3,593
-5% -$145K 0.07% 164
2026
Q1 		$2.55M Sell
65,719
-2,000
-3% -$78.4K 0.1% 120
2025
Q4 		$2.65M Buy
+67,719
New +$2.62M 0.09% 127

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
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
A
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

BIP Wealth's JULW Position: Q2 2026 in Review

BIP Wealth reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 5.5% in Q2 2026, selling an estimated $145K and leaving 62,126 shares worth $2.54M. The position accounts for 0.07% of the portfolio, ranked #164.

BIP Wealth first reported a position in JULW in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.65M in Q4 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • BIP Wealth held 62,126 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $2.54M as of Q2 2026.
  • BIP Wealth sold 3,593 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $145K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.07% of BIP Wealth's portfolio in Q2 2026, its #164 holding.
  • BIP Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2025 and has held it in 3 quarters since.
  • BIP Wealth's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $2.65M in Q4 2025.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.