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Global Retirement Partners’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Global Retirement Partners’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
Q3 		– Sell
-1,500
Closed -$55.8K – 3956
2025
Q2 		$55.8K Buy
+1,500
New +$52.6K ﹤0.01% 1715
2024
Q4 		$52.6K Buy
+1,500
New +$52.4K ﹤0.01% 1594

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

Global Retirement Partners's JULW Position: Q3 2025 in Review

Global Retirement Partners sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q3 2025, closing a stake of 1,500 shares — an estimated $55.8K sold.

Global Retirement Partners first reported a position in JULW in Q4 2024 and held it in 2 quarters. The position peaked at $55.8K in Q2 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q3 2025.

  • Global Retirement Partners reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 1,500 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2025, an estimated $55.8K.
  • Global Retirement Partners first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2024 and held it in 2 quarters.
  • Global Retirement Partners's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $55.8K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.