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 Q2	$1.99M	Sell	48,661 -47,191	-49%	-$1.9M	0.55%	45
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 $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

Elevated Capital Advisors's JULW Position: Q2 2026 in Review

Elevated Capital Advisors reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 49% in Q2 2026, selling an estimated $1.9M and leaving 48,661 shares worth $1.99M. The position accounts for 0.55% of the portfolio, ranked #45.

Elevated Capital Advisors first reported a position in JULW in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.72M in Q1 2026. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Elevated Capital Advisors held 48,661 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $1.99M as of Q2 2026.
Elevated Capital Advisors sold 47,191 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $1.9M.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.55% of Elevated Capital Advisors's portfolio in Q2 2026, its #45 holding.
Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $3.72M in Q1 2026.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.