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Integrated Wealth Management (Ohio)’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Integrated Wealth Management (Ohio)’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 		– Sell
-32,181
Closed -$1.25M – 99
2026
Q1 		$1.25M Sell
32,181
-1,433
-4% -$56.2K 1.43% 21
2025
Q4 		$1.31M Buy
+33,614
New +$1.3M 1.48% 22

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
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
A
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

Integrated Wealth Management (Ohio)'s JULW Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2026, closing a stake of 32,181 shares — an estimated $1.25M sold.

Integrated Wealth Management (Ohio) first reported a position in JULW in Q4 2025 and held it in 2 quarters. The position peaked at $1.31M in Q4 2025. 68 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Integrated Wealth Management (Ohio) reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Management (Ohio) sold 32,181 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $1.25M.
  • Integrated Wealth Management (Ohio) first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2025 and held it in 2 quarters.
  • Integrated Wealth Management (Ohio)'s AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.31M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.