Great Lakes Retirement’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Great Lakes Retirement’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	-51,710	Closed	-$2.01M	–	224
2026 Q1	$2.01M	Sell	51,710 -5,806	-10%	-$228K	0.21%	98
2025 Q4	$2.25M	Sell	57,516 -2,806	-5%	-$108K	0.23%	91
2025 Q3	$2.32M	Buy	+60,322	New	+$2.28M	0.25%	88
2024 Q4	–	Sell	-44,526	Closed	-$1.54M	–	211
2024 Q3	$1.54M	Sell	44,526 -1,056	-2%	-$35.6K	0.2%	112
2024 Q2	$1.52M	Buy	+45,582	New	+$1.5M	0.21%	96
2024 Q1	–	Sell	-25,005	Closed	-$780K	–	226
2023 Q4	$780K	Sell	25,005 -3,025	-11%	-$91K	0.13%	143
2023 Q3	$824K	Sell	28,030 -1,023	-4%	-$30.5K	0.15%	133
2023 Q2	$866K	Buy	29,053 +12,480	+75%	+$359K	0.15%	133
2023 Q1	$466K	Buy	+16,573	New	+$457K	0.09%	175

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Great Lakes Retirement's JULW Position: Q2 2026 in Review

Great Lakes Retirement sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2026, closing a stake of 51,710 shares — an estimated $2.01M sold.

Great Lakes Retirement first reported a position in JULW in Q1 2023 and held it in 9 quarters. The position peaked at $2.32M in Q3 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Great Lakes Retirement reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2026 after selling out during the quarter.
Great Lakes Retirement sold 51,710 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $2.01M.
Great Lakes Retirement first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2023 and held it in 9 quarters.
Great Lakes Retirement's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $2.32M in Q3 2025.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.