Koshinski Asset Management
JULW icon

Koshinski Asset Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Koshinski Asset Management’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
2025
Q1 		– Sell
-6,060
Closed -$212K – 650
2024
Q4 		$212K Hold
6,060
– – 0.02% 584
2024
Q3 		$209K Hold
6,060
– – 0.02% 593
2024
Q2 		$204K Buy
+6,060
New +$199K 0.02% 572
2024
Q1 		– Sell
-11,330
Closed -$353K – 618
2023
Q4 		$353K Buy
+11,330
New +$341K 0.05% 357
2022
Q2 		– Sell
-400
Closed -$10.9K – 1346
2022
Q1 		$10.9K Buy
+400
New +$10.8K ﹤0.01% 1588

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Koshinski Asset Management's JULW Position: Q1 2025 in Review

Koshinski Asset Management sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2025, closing a stake of 6,060 shares — an estimated $212K sold.

Koshinski Asset Management first reported a position in JULW in Q1 2022 and held it in 5 quarters. The position peaked at $353K in Q4 2023. 57 funds tracked by Wall St. Rank hold JULW as of Q1 2025.

  • Koshinski Asset Management reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2025 after selling out during the quarter.
  • Koshinski Asset Management sold 6,060 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2025, an estimated $212K.
  • Koshinski Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2022 and held it in 5 quarters.
  • Koshinski Asset Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $353K in Q4 2023.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2025.

Based on Koshinski Asset Management's 13F filing for Q1 2025, filed 25 Apr 2025.