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 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 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 $123M AUM 12.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Envestnet Asset Management's JULW Position: Q1 2026 in Review

Envestnet Asset Management reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 15% in Q1 2026, selling an estimated $514K and leaving 73,992 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

Envestnet Asset Management first reported a position in JULW in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.68M in Q3 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

Envestnet Asset Management held 73,992 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $2.87M as of Q1 2026.
Envestnet Asset Management sold 13,114 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $514K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2740 holding.
Envestnet Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2022 and has held it in 14 quarters since.
Envestnet Asset Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $7.68M in Q3 2025.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.