Compass Financial Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Compass Financial Management’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	$35.6K	Buy	+865	New	+$34.9K	﹤0.01%	753

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

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

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Compass Financial Management's JULW Position: Q2 2026 in Review

Compass Financial Management opened a new position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2026: 865 shares worth $35.6K. The stake represents ﹤0.01% of the portfolio and ranks #753 among its holdings.

66 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Compass Financial Management held 865 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $35.6K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF was a new Compass Financial Management position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #753 holding.
66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.