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

CoreCap 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 Q3	$3.32K	Buy	+80	New	+$3.3K	﹤0.01%	2357

Other funds holding JULW

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's JULW Position: Q3 2026 in Review

CoreCap Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q3 2026: 80 shares worth $3.32K. The stake represents ﹤0.01% of the portfolio and ranks #2357 among its holdings.

6 funds tracked by Wall St. Rank hold JULW as of Q3 2026.

CoreCap Advisors held 80 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $3.32K as of Q3 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF was a new CoreCap Advisors position in Q3 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2357 holding.
6 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.