Capital A Wealth Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Capital A Wealth 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
2025 Q2	$1.72K	Buy	+55	New	+$1.93K	0.02%	338

Other funds holding JULW

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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

LIWM

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Capital A Wealth Management's JULW Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2025: 55 shares worth $1.72K. The stake represents 0.02% of the portfolio and ranks #338 among its holdings.

57 funds tracked by Wall St. Rank hold JULW as of Q2 2025.

Capital A Wealth Management held 55 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $1.72K as of Q2 2025.
AllianzIM U.S. Equity Buffer20 Jul ETF was a new Capital A Wealth Management position in Q2 2025.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.02% of Capital A Wealth Management's portfolio in Q2 2025, its #338 holding.
57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.