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HBW Advisory Services’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

HBW Advisory Services’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
2025
Q3 		– Sell
-8,177
Closed -$304K – 434
2025
Q2 		$304K Hold
8,177
– – 0.04% 317
2025
Q1 		$282K Sell
8,177
-534
-6% -$18.8K 0.04% 300
2024
Q4 		$305K Sell
8,711
-4,484
-34% -$157K 0.03% 273
2024
Q3 		$456K Buy
+13,195
New +$445K 0.07% 216

Other funds holding JULW

Commonwealth Equity Services
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

HBW Advisory Services's JULW Position: Q3 2025 in Review

HBW Advisory Services sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q3 2025, closing a stake of 8,177 shares — an estimated $304K sold.

HBW Advisory Services first reported a position in JULW in Q3 2024 and held it in 4 quarters. The position peaked at $456K in Q3 2024. 69 funds tracked by Wall St. Rank hold JULW as of Q3 2025.

  • HBW Advisory Services reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q3 2025 after selling out during the quarter.
  • HBW Advisory Services sold 8,177 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2025, an estimated $304K.
  • HBW Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2024 and held it in 4 quarters.
  • HBW Advisory Services's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $456K in Q3 2024.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2025.

Based on HBW Advisory Services's 13F filing for Q3 2025, filed 16 Oct 2025.