Commonwealth Equity Services’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Commonwealth Equity Services’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 Q3	$47.1M	Sell	1,134,539 -86,078	-7%	-$3.55M	0.06%	313
2026 Q2	$49.8M	Sell	1,220,617 -51,311	-4%	-$2.07M	0.06%	304
2026 Q1	$49.4M	Sell	1,271,928 -37,928	-3%	-$1.49M	0.07%	283
2025 Q4	$51.2M	Sell	1,309,856 -120,364	-8%	-$4.65M	0.07%	281
2025 Q3	$54.9M	Sell	1,430,220 -21,523	-1%	-$813K	0.07%	267
2025 Q2	$54M	Buy	1,451,743 +46,802	+3%	+$1.64M	0.07%	275
2025 Q1	$48.4M	Sell	1,404,941 -58,273	-4%	-$2.05M	0.07%	276
2024 Q4	$51.3M	Sell	1,463,214 -8,355	-0.6%	-$292K	0.08%	243
2024 Q3	$50.8M	Buy	1,471,569 +80,560	+6%	+$2.72M	0.08%	239
2024 Q2	$46.3M	Buy	1,391,009 +3,129	+0.2%	+$103K	0.07%	248
2024 Q1	$45.3M	Sell	1,387,880 -101,208	-7%	-$3.23M	0.08%	246
2023 Q4	$46.5M	Sell	1,489,088 -71,432	-5%	-$2.15M	0.09%	226
2023 Q3	$45.9M	Buy	1,560,520 +331,776	+27%	+$9.9M	0.1%	203
2023 Q2	$36.6M	Buy	1,228,744 +106,603	+9%	+$3.06M	0.07%	252
2023 Q1	$31.6M	Sell	1,122,141 -48,273	-4%	-$1.33M	0.07%	267
2022 Q4	$31.5M	Buy	1,170,414 +331,690	+40%	+$8.86M	0.08%	252
2022 Q3	$21.6M	Buy	838,724 +700,801	+508%	+$18.8M	0.06%	315
2022 Q2	$3.64M	Buy	137,923 +101,214	+276%	+$2.69M	0.01%	1070
2022 Q1	$997K	Sell	36,709 -281	-0.8%	-$7.56K	﹤0.01%	1995
2021 Q4	$1M	Buy	36,990 +2,085	+6%	+$56.2K	﹤0.01%	1984
2021 Q3	$925K	Buy	34,905 +21,883	+168%	+$582K	﹤0.01%	1986
2021 Q2	$344K	Buy	+13,022	New	+$344K	﹤0.01%	2779

Other funds holding JULW

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Commonwealth Equity Services's JULW Position: Q3 2026 in Review

Commonwealth Equity Services reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 7.1% in Q3 2026, selling an estimated $3.55M and leaving 1,134,539 shares worth $47.1M. The position accounts for 0.06% of the portfolio, ranked #313.

Commonwealth Equity Services first reported a position in JULW in Q2 2021 and has held it in 22 quarters since. The position peaked at $54.9M in Q3 2025. 45 funds tracked by Wall St. Rank hold JULW as of Q3 2026.

Commonwealth Equity Services held 1,134,539 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $47.1M as of Q3 2026.
Commonwealth Equity Services sold 86,078 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2026, an estimated $3.55M.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.06% of Commonwealth Equity Services's portfolio in Q3 2026, its #313 holding.
Commonwealth Equity Services first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2021 and has held it in 22 quarters since.
Commonwealth Equity Services's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $54.9M in Q3 2025.
45 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.