Cetera Investment Advisers
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Cetera Investment Advisers’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Cetera Investment Advisers’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 		$8.87M Sell
228,448
-1,439
-0.6% -$56.4K 0.01% 1133
2025
Q4 		$8.99M Sell
229,887
-119,727
-34% -$4.63M 0.01% 1097
2025
Q3 		$13.4M Buy
349,614
+56,657
+19% +$2.14M 0.02% 833
2025
Q2 		$10.9M Buy
292,957
+17,241
+6% +$605K 0.02% 782
2025
Q1 		$9.5M Buy
275,716
+42,613
+18% +$1.5M 0.02% 799
2024
Q4 		$8.17M Buy
233,103
+27,010
+13% +$944K 0.02% 802
2024
Q3 		$7.12M Buy
206,093
+22,144
+12% +$747K 0.02% 834
2024
Q2 		$6.13M Sell
183,949
-12,797
-7% -$420K 0.01% 895
2024
Q1 		$6.42M Buy
196,746
+105,714
+116% +$3.38M 0.02% 849
2023
Q4 		$2.84M Buy
91,032
+63,739
+234% +$1.92M 0.02% 644
2023
Q3 		$802K Buy
27,293
+12,653
+86% +$378K 0.01% 1151
2023
Q2 		$436K Sell
14,640
-4,224
-22% -$121K ﹤0.01% 1529
2023
Q1 		$531K Sell
18,864
-846
-4% -$23.3K ﹤0.01% 1393
2022
Q4 		$530K Buy
19,710
+3,912
+25% +$104K ﹤0.01% 1347
2022
Q3 		$407K Buy
+15,798
New +$424K 0.01% 1080

Other funds holding JULW

Commonwealth Equity Services
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
A
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

Cetera Investment Advisers's JULW Position: Q1 2026 in Review

Cetera Investment Advisers reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 0.63% in Q1 2026, selling an estimated $56.4K and leaving 228,448 shares worth $8.87M. The position accounts for 0.01% of the portfolio, ranked #1133.

Cetera Investment Advisers first reported a position in JULW in Q3 2022 and has held it in 15 quarters since. The position peaked at $13.4M in Q3 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • Cetera Investment Advisers held 228,448 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $8.87M as of Q1 2026.
  • Cetera Investment Advisers sold 1,439 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $56.4K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1133 holding.
  • Cetera Investment Advisers first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $13.4M in Q3 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.