LIWM
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Long Island Wealth Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Long Island Wealth 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
2026
Q1 		$4.76M Sell
122,547
-134
-0.1% -$5.25K 2.21% 15
2025
Q4 		$4.8M Buy
122,681
+823
+0.7% +$31.8K 2.27% 13
2025
Q3 		$4.68M Buy
121,858
+350
+0.3% +$13.2K 2.28% 13
2025
Q2 		$4.52M Buy
121,508
+74,574
+159% +$2.62M 2.35% 13
2025
Q1 		$1.62M Hold
46,934
– – 0.99% 23
2024
Q4 		$1.65M Sell
46,934
-5,100
-10% -$178K 1.03% 23
2024
Q3 		$1.8M Sell
52,034
-25
-0% -$843 1.18% 24
2024
Q2 		$1.73M Sell
52,059
-539
-1% -$17.7K 1.22% 22
2024
Q1 		$1.72M Hold
52,598
– – 1.21% 24
2023
Q4 		$1.64M Buy
+52,598
New +$1.58M 1.17% 23

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Long Island Wealth Management's JULW Position: Q1 2026 in Review

Long Island Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 0.11% in Q1 2026, selling an estimated $5.25K and leaving 122,547 shares worth $4.76M. The position accounts for 2.21% of the portfolio, ranked #15.

Long Island Wealth Management first reported a position in JULW in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.8M in Q4 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • Long Island Wealth Management held 122,547 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $4.76M as of Q1 2026.
  • Long Island Wealth Management sold 134 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $5.25K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 2.21% of Long Island Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Long Island Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2023 and has held it in 10 quarters since.
  • Long Island Wealth Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $4.8M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.