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

Clear Point 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
2026 Q1	$598K	Sell	15,416 -1,025	-6%	-$40.2K	0.46%	44
2025 Q4	$643K	Sell	16,441 -528	-3%	-$20.4K	0.5%	59
2025 Q3	$652K	Sell	16,969 -225	-1%	-$8.5K	0.51%	62
2025 Q2	$639K	Hold	17,194	–	–	0.54%	54
2025 Q1	$593K	Sell	17,194 -1,327	-7%	-$46.7K	0.53%	56
2024 Q4	$649K	Hold	18,521	–	–	0.56%	53
2024 Q3	$640K	Hold	18,521	–	–	0.49%	53
2024 Q2	$617K	Hold	18,521	–	–	0.51%	52
2024 Q1	$604K	Hold	18,521	–	–	0.5%	54
2023 Q4	$578K	Buy	+18,521	New	+$557K	0.51%	53

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

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

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

Clear Point Advisors's JULW Position: Q1 2026 in Review

Clear Point Advisors reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 6.2% in Q1 2026, selling an estimated $40.2K and leaving 15,416 shares worth $598K. The position accounts for 0.46% of the portfolio, ranked #44.

Clear Point Advisors first reported a position in JULW in Q4 2023 and has held it in 10 quarters since. The position peaked at $652K in Q3 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

Clear Point Advisors held 15,416 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $598K as of Q1 2026.
Clear Point Advisors sold 1,025 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $40.2K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.46% of Clear Point Advisors's portfolio in Q1 2026, its #44 holding.
Clear Point Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $652K in Q3 2025.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.