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JULW icon

LifeWealth Investments’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

LifeWealth Investments’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
Q2 		– Sell
-31,350
Closed -$1.22M – 145
2026
Q1 		$1.22M Sell
31,350
-8,339
-21% -$327K 0.36% 50
2025
Q4 		$1.55M Sell
39,689
-3,365
-8% -$130K 0.49% 46
2025
Q3 		$1.65M Buy
+43,054
New +$1.63M 0.54% 46

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

LifeWealth Investments's JULW Position: Q2 2026 in Review

LifeWealth Investments sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2026, closing a stake of 31,350 shares — an estimated $1.22M sold.

LifeWealth Investments first reported a position in JULW in Q3 2025 and held it in 3 quarters. The position peaked at $1.65M in Q3 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • LifeWealth Investments reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2026 after selling out during the quarter.
  • LifeWealth Investments sold 31,350 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $1.22M.
  • LifeWealth Investments first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2025 and held it in 3 quarters.
  • LifeWealth Investments's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.65M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.