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 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 $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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Great Lakes Retirement's JULW Position: Q1 2026 in Review

Great Lakes Retirement reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 10% in Q1 2026, selling an estimated $228K and leaving 51,710 shares worth $2.01M. The position accounts for 0.21% of the portfolio, ranked #98.

Great Lakes Retirement first reported a position in JULW in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.32M in Q3 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

Great Lakes Retirement held 51,710 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $2.01M as of Q1 2026.
Great Lakes Retirement sold 5,806 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $228K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.21% of Great Lakes Retirement's portfolio in Q1 2026, its #98 holding.
Great Lakes Retirement first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2023 and has held it in 9 quarters since.
Great Lakes Retirement's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $2.32M in Q3 2025.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Great Lakes Retirement's 13F filing for Q1 2026, filed 6 May 2026.