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Joseph P. Lucia & Associates’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Joseph P. Lucia & Associates’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 		$812K Buy
19,895
+2,200
+12% +$88.6K 0.24% 81
2026
Q1 		$687K Sell
17,695
-400
-2% -$15.7K 0.25% 86
2025
Q4 		$708K Sell
18,095
-1,000
-5% -$38.7K 0.26% 81
2025
Q3 		$733K Buy
19,095
+2,300
+14% +$86.9K 0.28% 81
2025
Q2 		$624K Buy
+16,795
New +$589K 0.26% 81

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

Joseph P. Lucia & Associates's JULW Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 12% in Q2 2026, buying an estimated $88.6K and bringing the position to 19,895 shares worth $812K. The position accounts for 0.24% of the portfolio, ranked #81.

Joseph P. Lucia & Associates first reported a position in JULW in Q2 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Joseph P. Lucia & Associates held 19,895 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $812K as of Q2 2026.
  • Joseph P. Lucia & Associates bought 2,200 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $88.6K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.24% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #81 holding.
  • Joseph P. Lucia & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2025 and has held it in 5 quarters since.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.