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

Lantern 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
2026 Q3	$362K	Buy	+8,711	New	+$359K	0.16%	136

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return

Lantern Wealth Advisors's JULW Position: Q3 2026 in Review

Lantern Wealth Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q3 2026: 8,711 shares worth $362K. The stake represents 0.16% of the portfolio and ranks #136 among its holdings.

51 funds tracked by Wall St. Rank hold JULW as of Q3 2026.

Lantern Wealth Advisors held 8,711 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $362K as of Q3 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF was a new Lantern Wealth Advisors position in Q3 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.16% of Lantern Wealth Advisors's portfolio in Q3 2026, its #136 holding.
51 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.