LPL Financial
JULW icon

LPL Financial’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

LPL Financial’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
Q2 		$11.7M Buy
287,703
+34,431
+14% +$1.39M ﹤0.01% 1991
2026
Q1 		$9.83M Sell
253,272
-1,360
-0.5% -$53.3K ﹤0.01% 2009
2025
Q4 		$9.96M Buy
254,632
+60,693
+31% +$2.35M ﹤0.01% 1929
2025
Q3 		$7.45M Buy
193,939
+103,420
+114% +$3.91M ﹤0.01% 2151
2025
Q2 		$3.36M Buy
90,519
+25,919
+40% +$910K ﹤0.01% 2634
2025
Q1 		$2.23M Sell
64,600
-1,480
-2% -$52.1K ﹤0.01% 2857
2024
Q4 		$2.32M Buy
66,080
+14,070
+27% +$492K ﹤0.01% 2729
2024
Q3 		$1.8M Buy
52,010
+22,795
+78% +$769K ﹤0.01% 2832
2024
Q2 		$973K Sell
29,215
-5,732
-16% -$188K ﹤0.01% 3281
2024
Q1 		$1.14M Buy
34,947
+10,460
+43% +$334K ﹤0.01% 3059
2023
Q4 		$764K Buy
24,487
+15,627
+176% +$470K ﹤0.01% 3293
2023
Q3 		$260K Sell
8,860
-8,555
-49% -$255K ﹤0.01% 4044
2023
Q2 		$519K Sell
17,415
-29,205
-63% -$840K ﹤0.01% 3415
2023
Q1 		$1.31M Buy
+46,620
New +$1.29M ﹤0.01% 2525

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

LPL Financial's JULW Position: Q2 2026 in Review

LPL Financial increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 14% in Q2 2026, buying an estimated $1.39M and bringing the position to 287,703 shares worth $11.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

LPL Financial first reported a position in JULW in Q1 2023 and has held it in 14 quarters since. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • LPL Financial held 287,703 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $11.7M as of Q2 2026.
  • LPL Financial bought 34,431 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $1.39M.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1991 holding.
  • LPL Financial first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2023 and has held it in 14 quarters since.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.