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

HRT Financial’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 		– Sell
-6,305
Closed -$246K – 4274
2025
Q4 		$246K Buy
+6,305
New +$244K ﹤0.01% 2513
2024
Q2 		– Sell
-10,179
Closed -$331K – 2660
2024
Q1 		$331K Buy
+10,179
New +$325K ﹤0.01% 1499

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
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
A
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

HRT Financial's JULW Position: Q1 2026 in Review

HRT Financial sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2026, closing a stake of 6,305 shares — an estimated $246K sold.

HRT Financial first reported a position in JULW in Q1 2024 and held it in 2 quarters. The position peaked at $331K in Q1 2024. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • HRT Financial reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 6,305 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $246K.
  • HRT Financial first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2024 and held it in 2 quarters.
  • HRT Financial's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $331K in Q1 2024.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.