Cambridge Investment Research Advisors’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Cambridge Investment Research Advisors’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	$3.5M	Buy	85,713 +4,503	+6%	+$181K	0.01%	1173
2026 Q1	$3.15M	Buy	81,210 +5,774	+8%	+$226K	0.01%	1254
2025 Q4	$2.95M	Sell	75,436 -943	-1%	-$36.5K	0.01%	1222
2025 Q3	$2.93M	Buy	76,379 +6,467	+9%	+$244K	0.01%	1228
2025 Q2	$2.6M	Sell	69,912 -2,064	-3%	-$72.4K	0.01%	1232
2025 Q1	$2.48M	Sell	71,976 -4,490	-6%	-$158K	0.01%	1212
2024 Q4	$2.68M	Sell	76,466 -41,885	-35%	-$1.46M	0.01%	1156
2024 Q3	$4.09M	Buy	118,351 +68,119	+136%	+$2.3M	0.01%	917
2024 Q2	$1.67M	Sell	50,232 -195	-0.4%	-$6.41K	0.01%	1412
2024 Q1	$1.65M	Sell	50,427 -672	-1%	-$21.5K	0.01%	1393
2023 Q4	$1.59M	Sell	51,099 -29,556	-37%	-$889K	0.01%	1352
2023 Q3	$2.37M	Buy	80,655 +32,493	+67%	+$969K	0.01%	1032
2023 Q2	$1.44M	Buy	48,162 +3,557	+8%	+$102K	0.01%	1369
2023 Q1	$1.25M	Sell	44,605 -15,121	-25%	-$417K	0.01%	1421
2022 Q4	$1.61M	Buy	59,726 +864	+1%	+$23.1K	0.01%	1210
2022 Q3	$1.52M	Buy	58,862 +14,390	+32%	+$386K	0.01%	1205
2022 Q2	$1.17M	Buy	44,472 +18,571	+72%	+$493K	0.01%	1360
2022 Q1	$704K	Buy	25,901 +6,677	+35%	+$180K	﹤0.01%	1837
2021 Q4	$523K	Hold	19,224	–	–	﹤0.01%	2073
2021 Q3	$510K	Buy	19,224 +4,092	+27%	+$109K	﹤0.01%	2039
2021 Q2	$400K	Sell	15,132 -216	-1%	-$5.71K	﹤0.01%	2234
2021 Q1	$404K	Buy	15,348 +5,798	+61%	+$151K	﹤0.01%	2050
2020 Q4	$248K	Hold	9,550	–	–	﹤0.01%	2296
2020 Q3	$246K	Buy	+9,550	New	+$245K	﹤0.01%	2088

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cambridge Investment Research Advisors's JULW Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 5.5% in Q2 2026, buying an estimated $181K and bringing the position to 85,713 shares worth $3.5M. The position accounts for 0.01% of the portfolio, ranked #1173.

Cambridge Investment Research Advisors first reported a position in JULW in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.09M in Q3 2024. 29 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Cambridge Investment Research Advisors held 85,713 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $3.5M as of Q2 2026.
Cambridge Investment Research Advisors bought 4,503 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $181K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1173 holding.
Cambridge Investment Research Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2020 and has held it in 24 quarters since.
Cambridge Investment Research Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $4.09M in Q3 2024.
29 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.