Cetera Investment Advisers
JULW icon

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
Q2 		$9.4M Buy
230,401
+1,953
+0.9% +$78.7K 0.01% 1198
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 $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Cetera Investment Advisers's JULW Position: Q2 2026 in Review

Cetera Investment Advisers increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 0.85% in Q2 2026, buying an estimated $78.7K and bringing the position to 230,401 shares worth $9.4M. The position accounts for 0.01% of the portfolio, ranked #1198.

Cetera Investment Advisers first reported a position in JULW in Q3 2022 and has held it in 16 quarters since. The position peaked at $13.4M in Q3 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Cetera Investment Advisers held 230,401 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $9.4M as of Q2 2026.
  • Cetera Investment Advisers bought 1,953 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $78.7K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1198 holding.
  • Cetera Investment Advisers first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2022 and has held it in 16 quarters since.
  • Cetera Investment Advisers's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $13.4M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.