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Guardian Capital (Pennsylvania)’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Guardian Capital (Pennsylvania)’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 		$5.59M Buy
136,855
+41,752
+44% +$1.68M 4.57% 6
2026
Q1 		$3.69M Buy
95,103
+41,165
+76% +$1.61M 3.53% 10
2025
Q4 		$2.11M Buy
+53,938
New +$2.09M 1.89% 16

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
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Guardian Capital (Pennsylvania)'s JULW Position: Q2 2026 in Review

Guardian Capital (Pennsylvania) increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 44% in Q2 2026, buying an estimated $1.68M and bringing the position to 136,855 shares worth $5.59M. The position accounts for 4.57% of the portfolio, ranked #6.

Guardian Capital (Pennsylvania) first reported a position in JULW in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Guardian Capital (Pennsylvania) held 136,855 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $5.59M as of Q2 2026.
  • Guardian Capital (Pennsylvania) bought 41,752 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $1.68M.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 4.57% of Guardian Capital (Pennsylvania)'s portfolio in Q2 2026, its #6 holding.
  • Guardian Capital (Pennsylvania) first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Guardian Capital (Pennsylvania)'s 13F filing for Q2 2026, filed 7 Aug 2026.