First Heartland Consultants’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

First Heartland Consultants’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 Q4	–	Sell	-8,301	Closed	-$319K	–	553
2025 Q3	$319K	Buy	8,301 +2,419	+41%	+$91.4K	0.03%	390
2025 Q2	$219K	Sell	5,882 -483	-8%	-$17K	0.02%	455
2025 Q1	$219K	Sell	6,365 -33	-0.5%	-$1.16K	0.02%	410
2024 Q4	$224K	Sell	6,398 -142	-2%	-$4.96K	0.02%	408
2024 Q3	$226K	Buy	6,540 +320	+5%	+$10.8K	0.02%	406
2024 Q2	$207	Sell	6,220 -405	-6%	-$13.3K	0.01%	422
2024 Q1	$216K	Hold	6,625	–	–	0.02%	395
2023 Q4	$207K	Sell	6,625 -315	-5%	-$9.48K	0.03%	347
2023 Q3	$204K	Buy	+6,940	New	+$207K	0.03%	362

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

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 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

LIWM

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

First Heartland Consultants's JULW Position: Q4 2025 in Review

First Heartland Consultants sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q4 2025, closing a stake of 8,301 shares — an estimated $319K sold.

First Heartland Consultants first reported a position in JULW in Q3 2023 and held it in 9 quarters. The position peaked at $319K in Q3 2025. 75 funds tracked by Wall St. Rank hold JULW as of Q4 2025.

First Heartland Consultants reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q4 2025 after selling out during the quarter.
First Heartland Consultants sold 8,301 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q4 2025, an estimated $319K.
First Heartland Consultants first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2023 and held it in 9 quarters.
First Heartland Consultants's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $319K in Q3 2025.
75 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q4 2025.

Based on First Heartland Consultants's 13F filing for Q4 2025, filed 9 Jan 2026.