Envestnet Asset Management
JULW icon

Envestnet Asset Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Envestnet Asset 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 		$3.08M Buy
75,564
+1,572
+2% +$63.3K ﹤0.01% 2826
2026
Q1 		$2.87M Sell
73,992
-13,114
-15% -$514K ﹤0.01% 2740
2025
Q4 		$3.41M Sell
87,106
-112,771
-56% -$4.36M ﹤0.01% 2452
2025
Q3 		$7.68M Buy
199,877
+136,640
+216% +$5.16M ﹤0.01% 1940
2025
Q2 		$2.35M Sell
63,237
-42,987
-40% -$1.51M ﹤0.01% 2712
2025
Q1 		$3.66M Buy
106,224
+124
+0.1% +$4.37K ﹤0.01% 2341
2024
Q4 		$3.72M Sell
106,100
-4,965
-4% -$173K ﹤0.01% 2307
2024
Q3 		$3.84M Buy
111,065
+52,728
+90% +$1.78M ﹤0.01% 2268
2024
Q2 		$1.94M Sell
58,337
-3,892
-6% -$128K ﹤0.01% 2615
2024
Q1 		$2.03M Sell
62,229
-2,118
-3% -$67.6K ﹤0.01% 2559
2023
Q4 		$2.01M Sell
64,347
-27,626
-30% -$831K ﹤0.01% 2467
2023
Q3 		$2.7M Buy
91,973
+20,426
+29% +$609K ﹤0.01% 2198
2023
Q2 		$2.13M Buy
71,547
+38,540
+117% +$1.11M ﹤0.01% 2243
2023
Q1 		$928K Sell
33,007
-292
-0.9% -$8.05K ﹤0.01% 2724
2022
Q4 		$895K Buy
+33,299
New +$889K ﹤0.01% 2732

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

Envestnet Asset Management's JULW Position: Q2 2026 in Review

Envestnet Asset Management increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 2.1% in Q2 2026, buying an estimated $63.3K and bringing the position to 75,564 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2826.

Envestnet Asset Management first reported a position in JULW in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.68M in Q3 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Envestnet Asset Management held 75,564 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $3.08M as of Q2 2026.
  • Envestnet Asset Management bought 1,572 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $63.3K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2826 holding.
  • Envestnet Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2022 and has held it in 15 quarters since.
  • Envestnet Asset Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $7.68M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.