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 Q2	–	Sell	-15,416	Closed	-$598K	–	116
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 $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

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

Clear Point Advisors's JULW Position: Q2 2026 in Review

Clear Point Advisors sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2026, closing a stake of 15,416 shares — an estimated $598K sold.

Clear Point Advisors first reported a position in JULW in Q4 2023 and held it in 10 quarters. The position peaked at $652K in Q3 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Clear Point Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2026 after selling out during the quarter.
Clear Point Advisors sold 15,416 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $598K.
Clear Point Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2023 and held it in 10 quarters.
Clear Point Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $652K in Q3 2025.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.