KFG
JULW icon

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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Kingdom Financial Group's JULW Position: Q1 2026 in Review

Kingdom Financial Group reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 8% in Q1 2026, selling an estimated $56.1K and leaving 16,371 shares worth $635K. The position accounts for 0.18% of the portfolio, ranked #62.

Kingdom Financial Group first reported a position in JULW in Q2 2024 and has held it in 5 quarters since. The position peaked at $696K in Q4 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • Kingdom Financial Group held 16,371 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $635K as of Q1 2026.
  • Kingdom Financial Group sold 1,430 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $56.1K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.18% of Kingdom Financial Group's portfolio in Q1 2026, its #62 holding.
  • Kingdom Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2024 and has held it in 5 quarters since.
  • Kingdom Financial Group's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $696K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.