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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
Q2 		– Sell
-1,093
Closed -$42.4K – 925
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 $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

GeoWealth Management's JULW Position: Q2 2026 in Review

GeoWealth Management sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2026, closing a stake of 1,093 shares — an estimated $42.4K sold.

GeoWealth Management first reported a position in JULW in Q2 2024 and held it in 8 quarters. The position peaked at $1.07M in Q2 2024. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • GeoWealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 1,093 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $42.4K.
  • GeoWealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2024 and held it in 8 quarters.
  • GeoWealth Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.07M in Q2 2024.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.