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

Greenbush 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	$279K	Buy	+6,825	New	+$275K	0.08%	32

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

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

Greenbush Financial Group opened a new position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2026: 6,825 shares worth $279K. The stake represents 0.08% of the portfolio and ranks #32 among its holdings.

69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Greenbush Financial Group held 6,825 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $279K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF was a new Greenbush Financial Group position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.08% of Greenbush Financial Group's portfolio in Q2 2026, its #32 holding.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.