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

GeoWealth 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
2026
Q1 		$42.4K Hold
1,093
– – ﹤0.01% 813
2025
Q4 		$42.8K Hold
1,093
– – ﹤0.01% 740
2025
Q3 		$42K Sell
1,093
-12,312
-92% -$465K ﹤0.01% 743
2025
Q2 		$498K Buy
13,405
+1,413
+12% +$49.6K 0.02% 408
2025
Q1 		$413K Buy
11,992
+2,891
+32% +$102K 0.02% 467
2024
Q4 		$319K Sell
9,101
-14,452
-61% -$505K 0.01% 607
2024
Q3 		$813K Sell
23,553
-8,513
-27% -$287K 0.03% 355
2024
Q2 		$1.07M Buy
+32,066
New +$1.05M 0.05% 253

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
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
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

GeoWealth Management's JULW Position: Q1 2026 in Review

GeoWealth Management held its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) position steady in Q1 2026 at 1,093 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

GeoWealth Management first reported a position in JULW in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q2 2024. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • GeoWealth Management held 1,093 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $42.4K as of Q1 2026.
  • GeoWealth Management left its AllianzIM U.S. Equity Buffer20 Jul ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q1 2026, its #813 holding.
  • GeoWealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2024 and has held it in 8 quarters since.
  • GeoWealth Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.07M in Q2 2024.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.