GFG
JULW icon

Grantvest Financial Group’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Grantvest Financial Group’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 		$624K Sell
15,282
-250
-2% -$10.1K 0.36% 67
2026
Q1 		$603K Sell
15,532
-376
-2% -$14.7K 0.39% 64
2025
Q4 		$622K Sell
15,908
-100
-0.6% -$3.87K 0.4% 60
2025
Q3 		$615K Sell
16,008
-2,429
-13% -$91.8K 0.42% 55
2025
Q2 		$685K Sell
18,437
-39
-0.2% -$1.37K 0.51% 45
2025
Q1 		$637K Hold
18,476
– – 0.52% 42
2024
Q4 		$648K Buy
+18,476
New +$646K 0.72% 42

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

Grantvest Financial Group's JULW Position: Q2 2026 in Review

Grantvest Financial Group reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 1.6% in Q2 2026, selling an estimated $10.1K and leaving 15,282 shares worth $624K. The position accounts for 0.36% of the portfolio, ranked #67.

Grantvest Financial Group first reported a position in JULW in Q4 2024 and has held it in 7 quarters since. The position peaked at $685K in Q2 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Grantvest Financial Group held 15,282 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $624K as of Q2 2026.
  • Grantvest Financial Group sold 250 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $10.1K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.36% of Grantvest Financial Group's portfolio in Q2 2026, its #67 holding.
  • Grantvest Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2024 and has held it in 7 quarters since.
  • Grantvest Financial Group's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $685K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.