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

Elevation 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	$391K	Sell	9,585 -75	-0.8%	-$3.02K	0.29%	90
2026 Q1	$375K	Sell	9,660 -500	-5%	-$19.6K	0.34%	79
2025 Q4	$397K	Buy	+10,160	New	+$393K	0.38%	72

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

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

Elevation Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 0.78% in Q2 2026, selling an estimated $3.02K and leaving 9,585 shares worth $391K. The position accounts for 0.29% of the portfolio, ranked #90.

Elevation Wealth Management first reported a position in JULW in Q4 2025 and has held it in 3 quarters since. The position peaked at $397K in Q4 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Elevation Wealth Management held 9,585 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $391K as of Q2 2026.
Elevation Wealth Management sold 75 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $3.02K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.29% of Elevation Wealth Management's portfolio in Q2 2026, its #90 holding.
Elevation Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2025 and has held it in 3 quarters since.
Elevation Wealth Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $397K in Q4 2025.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.