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Gradient Investments’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Gradient Investments’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
-21,969
Closed -$844K – 365
2025
Q3 		$844K Sell
21,969
-3,672
-14% -$139K 0.01% 269
2025
Q2 		$953K Buy
+25,641
New +$900K 0.02% 233

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 $123M AUM 12.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

Gradient Investments's JULW Position: Q4 2025 in Review

Gradient Investments sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q4 2025, closing a stake of 21,969 shares — an estimated $844K sold.

Gradient Investments first reported a position in JULW in Q2 2025 and held it in 2 quarters. The position peaked at $953K in Q2 2025. 75 funds tracked by Wall St. Rank hold JULW as of Q4 2025.

  • Gradient Investments reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q4 2025 after selling out during the quarter.
  • Gradient Investments sold 21,969 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q4 2025, an estimated $844K.
  • Gradient Investments first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2025 and held it in 2 quarters.
  • Gradient Investments's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $953K in Q2 2025.
  • 75 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q4 2025.

Based on Gradient Investments's 13F filing for Q4 2025, filed 8 Jan 2026.