Centaurus Financial’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Centaurus Financial’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	$7.35M	Sell	189,377 -11,782	-6%	-$462K	0.35%	65
2025 Q4	$7.87M	Sell	201,159 -1,502	-0.7%	-$58.1K	0.36%	63
2025 Q3	$7.78M	Sell	202,661 -44,332	-18%	-$1.67M	0.37%	63
2025 Q2	$9.18M	Buy	246,993 +117,427	+91%	+$4.12M	0.54%	47
2025 Q1	$4.47M	Sell	129,566 -6,412	-5%	-$226K	0.27%	84
2024 Q4	$4.77M	Sell	135,978 -2,976	-2%	-$104K	0.29%	77
2024 Q3	$4.8M	Sell	138,954 -14,736	-10%	-$497K	0.31%	71
2024 Q2	$5.12M	Sell	153,690 -60,443	-28%	-$1.99M	0.34%	68
2024 Q1	$6.98M	Sell	214,133 -1,885	-0.9%	-$60.2K	0.49%	46
2023 Q4	$6.74M	Sell	216,018 -3,866	-2%	-$116K	0.51%	41
2023 Q3	$6.46M	Buy	219,884 +205,438	+1,422%	+$6.13M	0.56%	42
2023 Q2	$430K	Buy	14,446 +5,162	+56%	+$148K	0.04%	390
2023 Q1	$261K	Buy	+9,284	New	+$256K	0.02%	591

Other funds holding JULW

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

LIWM

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

Centaurus Financial's JULW Position: Q1 2026 in Review

Centaurus Financial reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 5.9% in Q1 2026, selling an estimated $462K and leaving 189,377 shares worth $7.35M. The position accounts for 0.35% of the portfolio, ranked #65.

Centaurus Financial first reported a position in JULW in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.18M in Q2 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

Centaurus Financial held 189,377 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $7.35M as of Q1 2026.
Centaurus Financial sold 11,782 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $462K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.35% of Centaurus Financial's portfolio in Q1 2026, its #65 holding.
Centaurus Financial first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2023 and has held it in 13 quarters since.
Centaurus Financial's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $9.18M in Q2 2025.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.