Elevated Capital Advisors’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Elevated Capital 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 Q1	$3.72M	Buy	95,852 +43,167	+82%	+$1.69M	0.94%	25
2025 Q4	$2.06M	Sell	52,685 -2,638	-5%	-$102K	0.48%	53
2025 Q3	$2.12M	Sell	55,323 -9,324	-14%	-$352K	0.53%	45
2025 Q2	$2.23M	Hold	64,647	–	–	0.62%	39
2025 Q1	$2.23M	Buy	64,647 +2,674	+4%	+$94.2K	0.62%	39
2024 Q4	$2.17M	Buy	61,973 +18,171	+41%	+$635K	0.59%	37
2024 Q3	$1.51M	Buy	+43,802	New	+$1.48M	0.4%	56

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

Elevated Capital Advisors's JULW Position: Q1 2026 in Review

Elevated Capital Advisors increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 82% in Q1 2026, buying an estimated $1.69M and bringing the position to 95,852 shares worth $3.72M. The position accounts for 0.94% of the portfolio, ranked #25.

Elevated Capital Advisors first reported a position in JULW in Q3 2024 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

Elevated Capital Advisors held 95,852 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $3.72M as of Q1 2026.
Elevated Capital Advisors bought 43,167 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $1.69M.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.94% of Elevated Capital Advisors's portfolio in Q1 2026, its #25 holding.
Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2024 and has held it in 7 quarters since.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.