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
Q3 		$14.3M Buy
345,245
+57,542
+20% +$2.37M ﹤0.01% 1873
2026
Q2 		$11.7M Buy
287,703
+34,431
+14% +$1.39M ﹤0.01% 1991
2026
Q1 		$9.8M Sell
253,272
-1,360
-0.5% -$53.3K ﹤0.01% 2009
2025
Q4 		$10M 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 $77B AUM 19.24% 1-Year Est. Return
Guardian Capital (Pennsylvania)
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Long Island Wealth Management
Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Aegis Wealth Management (Iowa)
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return
WealthGarden F.S.
WealthGarden F.S. El Segundo, California $178M AUM 14.97% 1-Year Est. Return

LPL Financial's JULW Position: Q3 2026 in Review

LPL Financial increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 20% in Q3 2026, buying an estimated $2.37M and bringing the position to 345,245 shares worth $14.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

LPL Financial first reported a position in JULW in Q1 2023 and has held it in 15 quarters since. 52 funds tracked by Wall St. Rank hold JULW as of Q3 2026.

  • LPL Financial held 345,245 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $14.3M as of Q3 2026.
  • LPL Financial bought 57,542 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2026, an estimated $2.37M.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1873 holding.
  • LPL Financial first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2023 and has held it in 15 quarters since.
  • 52 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.