Cambridge Investment Research Advisors
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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% 1256
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
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
IA
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

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 #1256.

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. 30 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 #1256 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.
  • 30 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.