HB Wealth Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

HB Wealth Management’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	$363K	Hold	9,357	–	–	﹤0.01%	1113
2025 Q4	$366K	Hold	9,357	–	–	﹤0.01%	1043
2025 Q3	$359K	Hold	9,357	–	–	﹤0.01%	992
2025 Q2	$348K	Hold	9,357	–	–	﹤0.01%	886
2025 Q1	$322K	Hold	9,357	–	–	﹤0.01%	933
2024 Q4	$328K	Hold	9,357	–	–	﹤0.01%	775
2024 Q3	$323K	Hold	9,357	–	–	﹤0.01%	734
2024 Q2	$312K	Hold	9,357	–	–	﹤0.01%	703
2024 Q1	$305K	Hold	9,357	–	–	﹤0.01%	652
2023 Q4	$292K	Hold	9,357	–	–	﹤0.01%	623
2023 Q3	$275K	Hold	9,357	–	–	﹤0.01%	593
2023 Q2	$279K	Hold	9,357	–	–	﹤0.01%	567
2023 Q1	$263K	Sell	9,357 -29	-0.3%	-$800	﹤0.01%	573
2022 Q4	$252K	Buy	+9,386	New	+$251K	﹤0.01%	570

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

HB Wealth Management's JULW Position: Q1 2026 in Review

HB Wealth Management held its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) position steady in Q1 2026 at 9,357 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

HB Wealth Management first reported a position in JULW in Q4 2022 and has held it in 14 quarters since. The position peaked at $366K in Q4 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

HB Wealth Management held 9,357 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $363K as of Q1 2026.
HB Wealth Management left its AllianzIM U.S. Equity Buffer20 Jul ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1113 holding.
HB Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2022 and has held it in 14 quarters since.
HB Wealth Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $366K in Q4 2025.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.