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Cedar Brook Financial Partners’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Cedar Brook Financial Partners’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
2023
Q2 		– Sell
-17,446
Closed -$491K – 416
2023
Q1 		$491K Sell
17,446
-55
-0.3% -$1.52K 0.13% 185
2022
Q4 		$470K Hold
17,501
– – 0.13% 183
2022
Q3 		$451K Buy
+17,501
New +$469K 0.14% 178

Other funds holding JULW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Cedar Brook Financial Partners's JULW Position: Q2 2023 in Review

Cedar Brook Financial Partners sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2023, closing a stake of 17,446 shares — an estimated $491K sold.

Cedar Brook Financial Partners first reported a position in JULW in Q3 2022 and held it in 3 quarters. The position peaked at $491K in Q1 2023. 34 funds tracked by Wall St. Rank hold JULW as of Q2 2023.

  • Cedar Brook Financial Partners reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 17,446 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2023, an estimated $491K.
  • Cedar Brook Financial Partners first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2022 and held it in 3 quarters.
  • Cedar Brook Financial Partners's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $491K in Q1 2023.
  • 34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2023, filed 5 Jul 2023.