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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
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 $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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
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
A
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

BIP Wealth's JULW Position: Q1 2026 in Review

BIP Wealth reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 3% in Q1 2026, selling an estimated $78.4K and leaving 65,719 shares worth $2.55M. The position accounts for 0.1% of the portfolio, ranked #120.

BIP Wealth first reported a position in JULW in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.65M in Q4 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • BIP Wealth held 65,719 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $2.55M as of Q1 2026.
  • BIP Wealth sold 2,000 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $78.4K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.1% of BIP Wealth's portfolio in Q1 2026, its #120 holding.
  • BIP Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2025 and has held it in 2 quarters since.
  • BIP Wealth's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $2.65M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.