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Forty-three Eighteen Advisors’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Forty-three Eighteen 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
Q2 		$1.14M Hold
27,827
– – 0.76% 37
2026
Q1 		$1.08M Sell
27,827
-2,179
-7% -$85.4K 0.81% 40
2025
Q4 		$1.17M Buy
+30,006
New +$1.16M 0.91% 40

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

Forty-three Eighteen Advisors's JULW Position: Q2 2026 in Review

Forty-three Eighteen Advisors held its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) position steady in Q2 2026 at 27,827 shares worth $1.14M. The position accounts for 0.76% of the portfolio, ranked #37.

Forty-three Eighteen Advisors first reported a position in JULW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2025. 68 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Forty-three Eighteen Advisors held 27,827 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $1.14M as of Q2 2026.
  • Forty-three Eighteen Advisors left its AllianzIM U.S. Equity Buffer20 Jul ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.76% of Forty-three Eighteen Advisors's portfolio in Q2 2026, its #37 holding.
  • Forty-three Eighteen Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2025 and has held it in 3 quarters since.
  • Forty-three Eighteen Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.17M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Forty-three Eighteen Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.