Focus Financial Network’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Focus Financial Network’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	$1.12M	Buy	27,353 +122	+0.4%	+$4.92K	0.03%	323
2026 Q1	$1.06M	Sell	27,231 -29	-0.1%	-$1.14K	0.04%	305
2025 Q4	$1.07M	Sell	27,260 -3,249	-11%	-$126K	0.04%	292
2025 Q3	$1.17M	Buy	30,509 +2,050	+7%	+$77.4K	0.04%	277
2025 Q2	$1.06M	Buy	28,459 +3,317	+13%	+$116K	0.04%	286
2025 Q1	$867K	Sell	25,142 -459	-2%	-$16.2K	0.04%	303
2024 Q4	$898K	Sell	25,601 -478	-2%	-$16.7K	0.04%	290
2024 Q3	$901K	Buy	26,079 +2,862	+12%	+$96.5K	0.04%	290
2024 Q2	$782K	Buy	23,217 +2,846	+14%	+$93.5K	0.03%	305
2024 Q1	$658K	Hold	20,371	–	–	0.03%	319
2023 Q4	$636K	Buy	+20,371	New	+$613K	0.02%	404

Other funds holding JULW

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Focus Financial Network's JULW Position: Q2 2026 in Review

Focus Financial Network increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 0.45% in Q2 2026, buying an estimated $4.92K and bringing the position to 27,353 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #323.

Focus Financial Network first reported a position in JULW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q3 2025. 11 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Focus Financial Network held 27,353 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $1.12M as of Q2 2026.
Focus Financial Network bought 122 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $4.92K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #323 holding.
Focus Financial Network first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2023 and has held it in 11 quarters since.
Focus Financial Network's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.17M in Q3 2025.
11 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.