Farther Finance Advisors’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Farther Finance 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 Q3	$647K	Buy	15,582 +7,324	+89%	+$302K	﹤0.01%	1397
2026 Q2	$337K	Hold	8,258	–	–	﹤0.01%	1867
2026 Q1	$322K	Hold	8,258	–	–	﹤0.01%	1690
2025 Q4	$323K	Hold	8,258	–	–	﹤0.01%	1603
2025 Q3	$317K	Hold	8,258	–	–	﹤0.01%	1354
2025 Q2	$307K	Hold	8,258	–	–	0.01%	1178
2025 Q1	$285K	Hold	8,258	–	–	0.01%	1065
2024 Q4	$290K	Sell	8,258 -5,440	-40%	-$190K	0.01%	822
2024 Q3	$473K	Buy	13,698 +8,258	+152%	+$279K	0.02%	609
2024 Q2	$182K	Hold	5,440	–	–	0.01%	873
2024 Q1	$177K	Sell	5,440 -60	-1%	-$1.92K	0.01%	727
2023 Q4	$172K	Hold	5,500	–	–	0.01%	605
2023 Q3	$162K	Hold	5,500	–	–	0.03%	429
2023 Q2	$164K	Sell	5,500 -151	-3%	-$4.34K	0.04%	344
2023 Q1	$159K	Hold	5,651	–	–	0.05%	298
2022 Q4	$152K	Buy	+5,651	New	+$151K	0.06%	257

Other funds holding JULW

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's JULW Position: Q3 2026 in Review

Farther Finance Advisors increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 89% in Q3 2026, buying an estimated $302K and bringing the position to 15,582 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Farther Finance Advisors first reported a position in JULW in Q4 2022 and has held it in 16 quarters since. 5 funds tracked by Wall St. Rank hold JULW as of Q3 2026.

Farther Finance Advisors held 15,582 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $647K as of Q3 2026.
Farther Finance Advisors bought 7,324 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2026, an estimated $302K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1397 holding.
Farther Finance Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2022 and has held it in 16 quarters since.
5 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.