Envestnet Portfolio Solutions’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q1	–	Sell	-17,183	Closed	-$603K	–	1684
2024 Q4	$603K	Buy	17,183 +25	+0.1%	+$873	﹤0.01%	1141
2024 Q3	$593K	Buy	17,158 +188	+1%	+$6.34K	﹤0.01%	1109
2024 Q2	$565K	Buy	16,970 +3,808	+29%	+$125K	﹤0.01%	1087
2024 Q1	$429K	Buy	13,162 +1,893	+17%	+$60.5K	﹤0.01%	1181
2023 Q4	$352K	Buy	+11,269	New	+$339K	﹤0.01%	1209

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Portfolio Solutions's JULW Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2025, closing a stake of 17,183 shares — an estimated $603K sold.

Envestnet Portfolio Solutions first reported a position in JULW in Q4 2023 and held it in 5 quarters. The position peaked at $603K in Q4 2024. 56 funds tracked by Wall St. Rank hold JULW as of Q1 2025.

Envestnet Portfolio Solutions reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 17,183 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2025, an estimated $603K.
Envestnet Portfolio Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2023 and held it in 5 quarters.
Envestnet Portfolio Solutions's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $603K in Q4 2024.
56 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.