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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
Q2 		$169K Sell
4,128
-330
-7% -$13.3K 0.05% 236
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
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

DHJJ Financial Advisors's JULW Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 7.4% in Q2 2026, selling an estimated $13.3K and leaving 4,128 shares worth $169K. The position accounts for 0.05% of the portfolio, ranked #236.

DHJJ Financial Advisors first reported a position in JULW in Q3 2022 and has held it in 16 quarters since. The position peaked at $319K in Q4 2022. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • DHJJ Financial Advisors held 4,128 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $169K as of Q2 2026.
  • DHJJ Financial Advisors sold 330 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $13.3K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.05% of DHJJ Financial Advisors's portfolio in Q2 2026, its #236 holding.
  • DHJJ Financial Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2022 and has held it in 16 quarters since.
  • DHJJ Financial Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $319K in Q4 2022.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.