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Koesten Hirschmann & Crabtree’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Koesten Hirschmann & Crabtree’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
2023
Q2 		– Sell
-288
Closed -$8.1K – 213
2023
Q1 		$8.1K Buy
+288
New +$7.94K 0.01% 117

Other funds holding JULW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Koesten Hirschmann & Crabtree's JULW Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2023, closing a stake of 288 shares — an estimated $8.1K sold.

Koesten Hirschmann & Crabtree first reported a position in JULW in Q1 2023 and held it in 1 quarter. The position peaked at $8.1K in Q1 2023. 34 funds tracked by Wall St. Rank hold JULW as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 288 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2023, an estimated $8.1K.
  • Koesten Hirschmann & Crabtree first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $8.1K in Q1 2023.
  • 34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.