D.J. St. Germain’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

D.J. St. Germain’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	$33.5K	Buy	+862	New	+$33.8K	﹤0.01%	508

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

D.J. St. Germain's JULW Position: Q1 2026 in Review

D.J. St. Germain opened a new position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2026: 862 shares worth $33.5K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings.

70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

D.J. St. Germain held 862 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $33.5K as of Q1 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF was a new D.J. St. Germain position in Q1 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q1 2026, its #508 holding.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on D.J. St. Germain's 13F filing for Q1 2026, filed 13 Apr 2026.