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JULW icon

Harbour Investments’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Harbour Investments’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 		$1.01M Sell
24,799
-1,540
-6% -$62.1K 0.01% 809
2026
Q1 		$1.02M Sell
26,339
-12,553
-32% -$492K 0.02% 753
2025
Q4 		$1.52M Sell
38,892
-11,110
-22% -$429K 0.03% 473
2025
Q3 		$1.92M Buy
50,002
+20,659
+70% +$780K 0.04% 360
2025
Q2 		$1.09M Buy
29,343
+7,617
+35% +$267K 0.03% 502
2025
Q1 		$749K Buy
21,726
+674
+3% +$23.7K 0.02% 582
2024
Q4 		$738K Buy
21,052
+36
+0.2% +$1.26K 0.02% 574
2024
Q3 		$726K Buy
21,016
+10,449
+99% +$352K 0.02% 544
2024
Q2 		$352K Buy
10,567
+898
+9% +$29.5K 0.01% 739
2024
Q1 		$315K Sell
9,669
-1,216
-11% -$38.8K 0.01% 757
2023
Q4 		$340K Hold
10,885
– – 0.01% 675
2023
Q3 		$320K Buy
10,885
+1,327
+14% +$39.6K 0.02% 627
2023
Q2 		$285K Hold
9,558
– – 0.01% 677
2023
Q1 		$269K Buy
9,558
+732
+8% +$20.2K 0.01% 662
2022
Q4 		$237K Buy
+8,826
New +$236K 0.01% 681

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
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

Harbour Investments's JULW Position: Q2 2026 in Review

Harbour Investments reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 5.8% in Q2 2026, selling an estimated $62.1K and leaving 24,799 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #809.

Harbour Investments first reported a position in JULW in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.92M in Q3 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Harbour Investments held 24,799 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $1.01M as of Q2 2026.
  • Harbour Investments sold 1,540 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $62.1K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #809 holding.
  • Harbour Investments first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2022 and has held it in 15 quarters since.
  • Harbour Investments's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.92M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.