Kingdom Financial Group’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Kingdom 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	–	Sell	-16,371	Closed	-$635K	–	913
2026 Q1	$635K	Sell	16,371 -1,430	-8%	-$56.1K	0.18%	62
2025 Q4	$696K	Buy	17,801 +4,869	+38%	+$188K	0.22%	43
2025 Q3	$497K	Buy	+12,932	New	+$488K	0.3%	48
2024 Q4	–	Sell	-7,076	Closed	-$244K	–	55
2024 Q3	$244K	Sell	7,076 -457	-6%	-$15.4K	0.18%	44
2024 Q2	$251K	Buy	+7,533	New	+$247K	0.17%	45

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

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

Kingdom Financial Group sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2026, closing a stake of 16,371 shares — an estimated $635K sold.

Kingdom Financial Group first reported a position in JULW in Q2 2024 and held it in 5 quarters. The position peaked at $696K in Q4 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Kingdom Financial Group reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2026 after selling out during the quarter.
Kingdom Financial Group sold 16,371 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $635K.
Kingdom Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2024 and held it in 5 quarters.
Kingdom Financial Group's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $696K in Q4 2025.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.