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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AAM

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

GCP

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

Independent Financial Group's JULW Position: Q2 2026 in Review

Independent Financial Group increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 2.4% in Q2 2026, buying an estimated $22.4K and bringing the position to 23,894 shares worth $975K. The position accounts for 0.02% of the portfolio, ranked #701.

Independent Financial Group first reported a position in JULW in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.21M in Q1 2024. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Independent Financial Group held 23,894 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $975K as of Q2 2026.
Independent Financial Group bought 557 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $22.4K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #701 holding.
Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2022 and has held it in 13 quarters since.
Independent Financial Group's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.21M in Q1 2024.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.