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

Independent Financial Group’s Portfolio JULW Stock Details JULW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$906K	Buy
2025 Q4	$797K	Buy
2025 Q3	$746K	Sell
2025 Q2	$759K	Buy