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 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

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

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

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

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return