Lloyd Advisory Services’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History
Bought
Maintained
Sold
Other funds holding JULW
GF
AIM
A
AAM
GCP
Lloyd Advisory Services's JULW Position: Q2 2026 in Review
Lloyd Advisory Services reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 76% in Q2 2026, selling an estimated $499K and leaving 3,991 shares worth $163K. The position accounts for 0.06% of the portfolio, ranked #134.
Lloyd Advisory Services first reported a position in JULW in Q3 2022 and has held it in 8 quarters since. The position peaked at $11.5M in Q4 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.
- Lloyd Advisory Services held 3,991 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $163K as of Q2 2026.
- Lloyd Advisory Services sold 12,380 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $499K.
- AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.06% of Lloyd Advisory Services's portfolio in Q2 2026, its #134 holding.
- Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2022 and has held it in 8 quarters since.
- Lloyd Advisory Services's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $11.5M in Q4 2025.
- 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.
Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.