JY
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Jeff Yass’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Jeff Yass’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 		$3.45M Buy
84,639
+73,211
+641% +$2.95M ﹤0.01% 5338
2026
Q1 		$444K Sell
11,428
-24,056
-68% -$943K ﹤0.01% 9973
2025
Q4 		$1.39M Buy
35,484
+14,955
+73% +$578K ﹤0.01% 6428
2025
Q3 		$788K Sell
20,529
-29,401
-59% -$1.11M ﹤0.01% 7903
2025
Q2 		$1.86M Buy
49,930
+8,587
+21% +$301K ﹤0.01% 5955
2025
Q1 		$1.42M Buy
41,343
+16,717
+68% +$589K ﹤0.01% 6339
2024
Q4 		$864K Buy
24,626
+16,157
+191% +$564K ﹤0.01% 7327
2024
Q3 		$293K Buy
+8,469
New +$286K ﹤0.01% 9657
2024
Q2 		– Sell
-29,332
Closed -$957K – 12676
2024
Q1 		$957K Sell
29,332
-5,403
-16% -$173K ﹤0.01% 7024
2023
Q4 		$1.08M Buy
+34,735
New +$1.05M ﹤0.01% 6800
2023
Q2 		– Sell
-9,234
Closed -$260K – 12643
2023
Q1 		$260K Buy
+9,234
New +$255K ﹤0.01% 10038

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

Jeff Yass's JULW Position: Q2 2026 in Review

Jeff Yass increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 641% in Q2 2026, buying an estimated $2.95M and bringing the position to 84,639 shares worth $3.45M. The position accounts for ﹤0.01% of the portfolio, ranked #5338.

Jeff Yass first reported a position in JULW in Q1 2023 and has held it in 11 quarters since. 68 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Jeff Yass held 84,639 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $3.45M as of Q2 2026.
  • Jeff Yass bought 73,211 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $2.95M.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5338 holding.
  • Jeff Yass first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2023 and has held it in 11 quarters since.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.