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 Q3	$1.11M	Sell	26,863 -490	-2%	-$20.2K	0.03%	322
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

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

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

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Focus Financial Network's JULW Position: Q3 2026 in Review

Focus Financial Network reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 1.8% in Q3 2026, selling an estimated $20.2K and leaving 26,863 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #322.

Focus Financial Network first reported a position in JULW in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q3 2025. 24 funds tracked by Wall St. Rank hold JULW as of Q3 2026.

Focus Financial Network held 26,863 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $1.11M as of Q3 2026.
Focus Financial Network sold 490 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2026, an estimated $20.2K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.03% of Focus Financial Network's portfolio in Q3 2026, its #322 holding.
Focus Financial Network first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2023 and has held it in 12 quarters since.
Focus Financial Network's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.17M in Q3 2025.
24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.