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FSR Wealth Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

FSR Wealth Management’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
-6,759
Closed -$260K – 40
2025
Q3 		$260K Buy
+6,759
New +$255K 0.31% 29

Other funds holding JULW

Commonwealth Equity Services
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

FSR Wealth Management's JULW Position: Q4 2025 in Review

FSR Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q4 2025, closing a stake of 6,759 shares — an estimated $260K sold.

FSR Wealth Management first reported a position in JULW in Q3 2025 and held it in 1 quarter. The position peaked at $260K in Q3 2025. 75 funds tracked by Wall St. Rank hold JULW as of Q4 2025.

  • FSR Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q4 2025 after selling out during the quarter.
  • FSR Wealth Management sold 6,759 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q4 2025, an estimated $260K.
  • FSR Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2025 and held it in 1 quarter.
  • FSR Wealth Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $260K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q4 2025.

Based on FSR Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.