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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
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 $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

Grantvest Financial Group's JULW Position: Q1 2026 in Review

Grantvest Financial Group reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 2.4% in Q1 2026, selling an estimated $14.7K and leaving 15,532 shares worth $603K. The position accounts for 0.39% of the portfolio, ranked #64.

Grantvest Financial Group first reported a position in JULW in Q4 2024 and has held it in 6 quarters since. The position peaked at $685K in Q2 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • Grantvest Financial Group held 15,532 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $603K as of Q1 2026.
  • Grantvest Financial Group sold 376 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $14.7K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.39% of Grantvest Financial Group's portfolio in Q1 2026, its #64 holding.
  • Grantvest Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2024 and has held it in 6 quarters since.
  • Grantvest Financial Group's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $685K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.