Long Island Wealth Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History
Bought
Maintained
Sold
Other funds holding JULW
GF
AIM
A
AAM
GCP
Long Island Wealth Management's JULW Position: Q2 2026 in Review
Long Island Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 0.06% in Q2 2026, selling an estimated $3.14K and leaving 122,469 shares worth $5M. The position accounts for 2.06% of the portfolio, ranked #15.
Long Island Wealth Management first reported a position in JULW in Q4 2023 and has held it in 11 quarters since. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.
- Long Island Wealth Management held 122,469 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $5M as of Q2 2026.
- Long Island Wealth Management sold 78 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $3.14K.
- AllianzIM U.S. Equity Buffer20 Jul ETF made up 2.06% of Long Island Wealth Management's portfolio in Q2 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 11 quarters since.
- 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.
Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.