Diversify Advisory Services’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Diversify Advisory 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	$1.39M	Buy	+34,101	New	+$1.37M	0.02%	524
2026 Q1	–	Sell	-35,600	Closed	-$1.4M	–	573
2025 Q4	$1.4M	Hold	35,600	–	–	0.04%	294
2025 Q3	$1.38M	Sell	35,600 -1,901	-5%	-$71.8K	0.05%	286
2025 Q2	$1.42M	Hold	37,501	–	–	0.05%	246
2025 Q1	$1.29M	Sell	37,501 -4,000	-10%	-$141K	0.08%	176
2024 Q4	$1.45M	Hold	41,501	–	–	0.08%	174
2024 Q3	$1.44M	Hold	41,501	–	–	0.08%	201
2024 Q2	$1.4M	Buy	+41,501	New	+$1.36M	0.08%	194

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Diversify Advisory Services's JULW Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2026: 34,101 shares worth $1.39M. The stake represents 0.02% of the portfolio and ranks #524 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in JULW as recently as Q4 2025.

Diversify Advisory Services first reported a position in JULW in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q4 2024. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Diversify Advisory Services held 34,101 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $1.39M as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF was a new Diversify Advisory Services position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #524 holding.
Diversify Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2024 and has held it in 8 quarters since.
Diversify Advisory Services's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.45M in Q4 2024.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.