Citadel Advisors
JULW icon

Citadel Advisors’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Citadel Advisors’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
Q4 		– Sell
-13,497
Closed -$518K – 13420
2025
Q3 		$518K Buy
+13,497
New +$510K ﹤0.01% 9041
2023
Q4 		– Sell
-21,907
Closed -$644K – 14809
2023
Q3 		$644K Buy
+21,907
New +$654K ﹤0.01% 7520
2023
Q2 		– Sell
-11,773
Closed -$331K – 14813
2023
Q1 		$331K Buy
+11,773
New +$325K ﹤0.01% 9178

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
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $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

Citadel Advisors's JULW Position: Q4 2025 in Review

Citadel Advisors sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q4 2025, closing a stake of 13,497 shares — an estimated $518K sold.

Citadel Advisors first reported a position in JULW in Q1 2023 and held it in 3 quarters. The position peaked at $644K in Q3 2023. 75 funds tracked by Wall St. Rank hold JULW as of Q4 2025.

  • Citadel Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 13,497 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q4 2025, an estimated $518K.
  • Citadel Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2023 and held it in 3 quarters.
  • Citadel Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $644K in Q3 2023.
  • 75 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.