CWS
JULW icon

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

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
A
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

Cypress Wealth Services's JULW Position: Q2 2026 in Review

Cypress Wealth Services held its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) position steady in Q2 2026 at 26,852 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #120.

Cypress Wealth Services first reported a position in JULW in Q3 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Cypress Wealth Services held 26,852 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $1.1M as of Q2 2026.
  • Cypress Wealth Services left its AllianzIM U.S. Equity Buffer20 Jul ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.13% of Cypress Wealth Services's portfolio in Q2 2026, its #120 holding.
  • Cypress Wealth Services first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.