Diversify Wealth Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Diversify Wealth Management’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	$1.41M	Buy	+35,101	New	+$1.38M	0.03%	483

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

Diversify Wealth Management's JULW Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2026: 35,101 shares worth $1.41M. The stake represents 0.03% of the portfolio and ranks #483 among its holdings.

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

Diversify Wealth Management held 35,101 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $1.41M as of Q1 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF was a new Diversify Wealth Management position in Q1 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.03% of Diversify Wealth Management's portfolio in Q1 2026, its #483 holding.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.