Csenge Advisory Group’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Csenge Advisory Group’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	–	Sell	-6,605	Closed	-$258K	–	783
2025 Q4	$258K	Sell	6,605 -359	-5%	-$13.9K	0.01%	619
2025 Q3	$267K	Buy	+6,964	New	+$263K	0.01%	574
2024 Q3	–	Sell	-18,903	Closed	-$630K	–	738
2024 Q2	$630K	Buy	18,903 +7,930	+72%	+$261K	0.04%	356
2024 Q1	$358K	Sell	10,973 -2,984	-21%	-$95.3K	0.02%	508
2023 Q4	$435K	Sell	13,957 -1,058	-7%	-$31.8K	0.03%	434
2023 Q3	$441K	Buy	+15,015	New	+$448K	0.03%	396

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 $123M AUM 12.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Csenge Advisory Group's JULW Position: Q1 2026 in Review

Csenge Advisory Group sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2026, closing a stake of 6,605 shares — an estimated $258K sold.

Csenge Advisory Group first reported a position in JULW in Q3 2023 and held it in 6 quarters. The position peaked at $630K in Q2 2024. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

Csenge Advisory Group reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2026 after selling out during the quarter.
Csenge Advisory Group sold 6,605 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $258K.
Csenge Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2023 and held it in 6 quarters.
Csenge Advisory Group's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $630K in Q2 2024.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.