CWS
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Cypress Wealth Services’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Cypress Wealth 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 		$1.1M Hold
26,852
– – 0.13% 120
2026
Q1 		$1.04M Hold
26,852
– – 0.15% 112
2025
Q4 		$1.05M Hold
26,852
– – 0.15% 113
2025
Q3 		$1.03M Buy
+26,852
New +$1.01M 0.17% 101

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