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 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 $79.5B AUM 27.1% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WFS

WealthGarden F.S. El Segundo, California $176M AUM 21.8% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

IFP Advisors's JULW Position: Q2 2026 in Review

IFP Advisors increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 0.16% in Q2 2026, buying an estimated $2.02K and bringing the position to 31,553 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #632.

IFP Advisors first reported a position in JULW in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.03M in Q3 2022. 32 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

IFP Advisors held 31,553 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $1.29M as of Q2 2026.
IFP Advisors bought 50 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $2.02K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #632 holding.
IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2022 and has held it in 18 quarters since.
IFP Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $2.03M in Q3 2022.
32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.