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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
Q2 		$1.39M Sell
34,101
-1,000
-3% -$40.3K 0.02% 524
2026
Q1 		$1.41M Buy
+35,101
New +$1.38M 0.03% 483

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

Diversify Wealth Management's JULW Position: Q2 2026 in Review

Diversify Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 2.8% in Q2 2026, selling an estimated $40.3K and leaving 34,101 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #524.

Diversify Wealth Management first reported a position in JULW in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.41M in Q1 2026. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Diversify Wealth Management held 34,101 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $1.39M as of Q2 2026.
  • Diversify Wealth Management sold 1,000 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $40.3K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #524 holding.
  • Diversify Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.41M in Q1 2026.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.