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Lord & Richards Wealth Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Lord & Richards 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
2025
Q2 		– Sell
-21
Closed -$724 – 114
2025
Q1 		$724 Buy
+21
New +$740 ﹤0.01% 169

Other funds holding JULW

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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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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 $123M AUM 12.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Lord & Richards Wealth Management's JULW Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2025, closing a stake of 21 shares — an estimated $724 sold.

Lord & Richards Wealth Management first reported a position in JULW in Q1 2025 and held it in 1 quarter. The position peaked at $724 in Q1 2025. 57 funds tracked by Wall St. Rank hold JULW as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 21 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2025, an estimated $724.
  • Lord & Richards Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $724 in Q1 2025.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.