IFP Advisors’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

IFP Advisors’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 Q3	$1.38M	Buy	33,272 +1,719	+5%	+$70.9K	0.02%	641
2026 Q2	$1.29M	Buy	31,553 +50	+0.2%	+$2.02K	0.02%	632
2026 Q1	$1.22M	Buy	31,503 +2,837	+10%	+$111K	0.03%	602
2025 Q4	$1.12M	Buy	28,666 +2,599	+10%	+$100K	0.03%	608
2025 Q3	$1M	Hold	26,067	–	–	0.03%	602
2025 Q2	$969K	Hold	26,067	–	–	0.03%	592
2025 Q1	$898K	Buy	26,067 +9,993	+62%	+$352K	0.03%	586
2024 Q4	$564K	Hold	16,074	–	–	0.02%	696
2024 Q3	$555K	Hold	16,074	–	–	0.02%	659
2024 Q2	$535K	Buy	16,074 +15,698	+4,175%	+$516K	0.02%	631
2024 Q1	$12.3K	Hold	376	–	–	﹤0.01%	2163
2023 Q4	$11.7K	Hold	376	–	–	﹤0.01%	2133
2023 Q3	$11K	Hold	376	–	–	﹤0.01%	2216
2023 Q2	$11.2K	Hold	376	–	–	﹤0.01%	2257
2023 Q1	$9.42K	Sell	376 -74,422	-99%	-$2.05M	﹤0.01%	2317
2022 Q4	$1.88M	Sell	74,798 -6,082	-8%	-$162K	0.05%	391
2022 Q3	$2.03M	Buy	80,880 +8,847	+12%	+$237K	0.05%	391
2022 Q2	$1.8M	Hold	72,033	–	–	0.06%	375
2022 Q1	$1.8M	Buy	+72,033	New	+$1.94M	0.06%	375

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return

IFP Advisors's JULW Position: Q3 2026 in Review

IFP Advisors increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 5.4% in Q3 2026, buying an estimated $70.9K and bringing the position to 33,272 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #641.

IFP Advisors first reported a position in JULW in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.03M in Q3 2022. 46 funds tracked by Wall St. Rank hold JULW as of Q3 2026.

IFP Advisors held 33,272 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $1.38M as of Q3 2026.
IFP Advisors bought 1,719 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2026, an estimated $70.9K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.02% of IFP Advisors's portfolio in Q3 2026, its #641 holding.
IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2022 and has held it in 19 quarters since.
IFP Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $2.03M in Q3 2022.
46 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.