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 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	$31.6K	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	$3.63M	Buy	137,923 +101,214	+276%	+$2.69M	0.01%	1070
2022 Q1	$997K	Sell	36,709 -281	-0.8%	-$7.55K	﹤0.01%	1995
2021 Q4	$1M	Buy	36,990 +2,085	+6%	+$56.1K	﹤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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WFS

WealthGarden F.S. El Segundo, California $176M AUM 21.8% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services's JULW Position: Q2 2026 in Review

Commonwealth Equity Services reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 4% in Q2 2026, selling an estimated $2.07M and leaving 1,220,617 shares worth $49.8M. The position accounts for 0.06% of the portfolio, ranked #304.

Commonwealth Equity Services first reported a position in JULW in Q2 2021 and has held it in 21 quarters since. The position peaked at $54.9M in Q3 2025. 32 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Commonwealth Equity Services held 1,220,617 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $49.8M as of Q2 2026.
Commonwealth Equity Services sold 51,311 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $2.07M.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.06% of Commonwealth Equity Services's portfolio in Q2 2026, its #304 holding.
Commonwealth Equity Services first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2021 and has held it in 21 quarters since.
Commonwealth Equity Services's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $54.9M in Q3 2025.
32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.