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

Imprint Wealth’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
2024 Q1	$360K	Buy	+11,050	New	+$353K	0.09%	201

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Imprint Wealth's JULW Position: Q1 2024 in Review

Imprint Wealth opened a new position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2024: 11,050 shares worth $360K. The stake represents 0.09% of the portfolio and ranks #201 among its holdings.

47 funds tracked by Wall St. Rank hold JULW as of Q1 2024.

Imprint Wealth held 11,050 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $360K as of Q1 2024.
AllianzIM U.S. Equity Buffer20 Jul ETF was a new Imprint Wealth position in Q1 2024.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.09% of Imprint Wealth's portfolio in Q1 2024, its #201 holding.
47 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.