Lloyd Advisory Services’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Lloyd Advisory Services’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 Q1	$635K	Sell	16,371 -278,722	-94%	-$10.9M	0.18%	62
2025 Q4	$11.5M	Buy	295,093 +23,484	+9%	+$908K	4.48%	6
2025 Q3	$10.4M	Buy	+271,609	New	+$10.3M	4.91%	7
2024 Q4	–	Sell	-234,534	Closed	-$8.1M	–	110
2024 Q3	$8.1M	Sell	234,534 -163	-0.1%	-$5.5K	3.92%	7
2024 Q2	$7.82M	Buy	+234,697	New	+$7.71M	3.68%	7
2024 Q1	–	Sell	-70,931	Closed	-$2.21M	–	157
2023 Q4	$2.21M	Buy	+70,931	New	+$2.13M	1.05%	20
2022 Q4	–	Sell	-51,271	Closed	-$1.32M	–	49
2022 Q3	$1.32M	Buy	+51,271	New	+$1.38M	0.97%	19

Other funds holding JULW

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return