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Kingswood Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Kingswood Wealth Advisors’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
2024
Q1 		– Sell
-7,075
Closed -$221K – 659
2023
Q4 		$221K Buy
+7,075
New +$213K 0.03% 553

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Kingswood Wealth Advisors's JULW Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2024, closing a stake of 7,075 shares — an estimated $221K sold.

Kingswood Wealth Advisors first reported a position in JULW in Q4 2023 and held it in 1 quarter. The position peaked at $221K in Q4 2023. 47 funds tracked by Wall St. Rank hold JULW as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,075 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2024, an estimated $221K.
  • Kingswood Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $221K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.