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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$770K Sell
18,540
-5,354
-22% -$221K 0.01% 785
2026
Q2 		$975K Buy
23,894
+557
+2% +$22.4K 0.02% 701
2026
Q1 		$906K Buy
23,337
+2,958
+15% +$116K 0.02% 664
2025
Q4 		$797K Buy
20,379
+957
+5% +$37K 0.02% 704
2025
Q3 		$746K Sell
19,422
-995
-5% -$37.6K 0.02% 703
2025
Q2 		$759K Sell
20,417
-4,005
-16% -$141K 0.02% 630
2025
Q1 		$842K Sell
24,422
-9,014
-27% -$318K 0.03% 530
2024
Q4 		$1.17M Sell
33,436
-885
-3% -$30.9K 0.04% 430
2024
Q3 		$1.19M Buy
34,321
+8,981
+35% +$303K 0.04% 398
2024
Q2 		$844K Sell
25,340
-11,880
-32% -$390K 0.03% 448
2024
Q1 		$1.21M Hold
37,220
– – 0.06% 333
2023
Q4 		$1.16M Buy
37,220
+550
+1% +$16.6K 0.06% 321
2023
Q3 		$1.08M Buy
+36,670
New +$1.09M 0.07% 298
2023
Q1 		– Sell
-9,265
Closed -$249K – 862
2022
Q4 		$249K Buy
+9,265
New +$247K 0.02% 633

Other funds holding JULW

CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's JULW Position: Q3 2026 in Review

Independent Financial Group reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 22% in Q3 2026, selling an estimated $221K and leaving 18,540 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #785.

Independent Financial Group first reported a position in JULW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q1 2024. 5 funds tracked by Wall St. Rank hold JULW as of Q3 2026.

  • Independent Financial Group held 18,540 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $770K as of Q3 2026.
  • Independent Financial Group sold 5,354 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2026, an estimated $221K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #785 holding.
  • Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2022 and has held it in 14 quarters since.
  • Independent Financial Group's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.21M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.