Creative Financial Designs’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Creative Financial Designs’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 Q1	$45.3K	Hold	1,167	–	–	﹤0.01%	930
2025 Q4	$45.7K	Hold	1,167	–	–	﹤0.01%	896
2025 Q3	$44.8K	Hold	1,167	–	–	﹤0.01%	885
2025 Q2	$43.4K	Hold	1,167	–	–	﹤0.01%	912
2025 Q1	$40.2K	Hold	1,167	–	–	﹤0.01%	895
2024 Q4	$40.9K	Hold	1,167	–	–	﹤0.01%	856
2024 Q3	$40.3K	Buy	+1,167	New	+$39.4K	﹤0.01%	845

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Creative Financial Designs's JULW Position: Q1 2026 in Review

Creative Financial Designs held its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) position steady in Q1 2026 at 1,167 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Creative Financial Designs first reported a position in JULW in Q3 2024 and has held it in 7 quarters since. The position peaked at $45.7K in Q4 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

Creative Financial Designs held 1,167 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $45.3K as of Q1 2026.
Creative Financial Designs left its AllianzIM U.S. Equity Buffer20 Jul ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #930 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2024 and has held it in 7 quarters since.
Creative Financial Designs's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $45.7K in Q4 2025.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.