DHJJ Financial Advisors’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

DHJJ Financial Advisors’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	$173K	Sell	4,458 -1,590	-26%	-$62.3K	0.06%	219
2025 Q4	$237K	Sell	6,048 -143	-2%	-$5.53K	0.08%	169
2025 Q3	$238K	Sell	6,191 -305	-5%	-$11.5K	0.08%	162
2025 Q2	$241K	Sell	6,496 -597	-8%	-$21K	0.09%	155
2025 Q1	$244K	Sell	7,093 -542	-7%	-$19.1K	0.1%	143
2024 Q4	$268K	Sell	7,635 -240	-3%	-$8.38K	0.1%	135
2024 Q3	$272K	Sell	7,875 -600	-7%	-$20.2K	0.11%	131
2024 Q2	$282K	Sell	8,475 -465	-5%	-$15.3K	0.12%	123
2024 Q1	$292K	Sell	8,940 -47	-0.5%	-$1.5K	0.13%	113
2023 Q4	$280K	Sell	8,987 -498	-5%	-$15K	0.13%	111
2023 Q3	$279K	Sell	9,485 -655	-6%	-$19.5K	0.14%	107
2023 Q2	$302K	Sell	10,140 -46	-0.5%	-$1.32K	0.16%	109
2023 Q1	$287K	Sell	10,186 -1,679	-14%	-$46.3K	0.16%	111
2022 Q4	$319K	Sell	11,865 -40	-0.3%	-$1.07K	0.18%	104
2022 Q3	$307K	Buy	+11,905	New	+$319K	0.18%	100

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

DHJJ Financial Advisors's JULW Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 26% in Q1 2026, selling an estimated $62.3K and leaving 4,458 shares worth $173K. The position accounts for 0.06% of the portfolio, ranked #219.

DHJJ Financial Advisors first reported a position in JULW in Q3 2022 and has held it in 15 quarters since. The position peaked at $319K in Q4 2022. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

DHJJ Financial Advisors held 4,458 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $173K as of Q1 2026.
DHJJ Financial Advisors sold 1,590 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $62.3K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.06% of DHJJ Financial Advisors's portfolio in Q1 2026, its #219 holding.
DHJJ Financial Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2022 and has held it in 15 quarters since.
DHJJ Financial Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $319K in Q4 2022.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.