FA
JULW icon

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

FSA 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
2024
Q4 		– Sell
-6,786
Closed -$226K – 161
2024
Q3 		$226K Buy
+6,786
New +$229K 0.23% 126

Other funds holding JULW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

FSA Advisors's JULW Position: Q4 2024 in Review

FSA Advisors sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q4 2024, closing a stake of 6,786 shares — an estimated $226K sold.

FSA Advisors first reported a position in JULW in Q3 2024 and held it in 1 quarter. The position peaked at $226K in Q3 2024. 61 funds tracked by Wall St. Rank hold JULW as of Q4 2024.

  • FSA Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q4 2024 after selling out during the quarter.
  • FSA Advisors sold 6,786 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q4 2024, an estimated $226K.
  • FSA Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2024 and held it in 1 quarter.
  • FSA Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $226K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q4 2024.

Based on FSA Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.