Mason Investment Advisory Services’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Mason Investment Advisory Services’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	$298K	Hold	7,685	–	–	0.01%	63
2025 Q4	$301K	Hold	7,685	–	–	0.01%	63
2025 Q3	$295K	Buy	+7,685	New	+$290K	0.01%	67

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Mason Investment Advisory Services's JULW Position: Q1 2026 in Review

Mason Investment Advisory Services held its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) position steady in Q1 2026 at 7,685 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #63.

Mason Investment Advisory Services first reported a position in JULW in Q3 2025 and has held it in 3 quarters since. The position peaked at $301K in Q4 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

Mason Investment Advisory Services held 7,685 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $298K as of Q1 2026.
Mason Investment Advisory Services left its AllianzIM U.S. Equity Buffer20 Jul ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.01% of Mason Investment Advisory Services's portfolio in Q1 2026, its #63 holding.
Mason Investment Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2025 and has held it in 3 quarters since.
Mason Investment Advisory Services's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $301K in Q4 2025.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.