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 Q2	–	Sell	-7,685	Closed	-$298K	–	88
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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Mason Investment Advisory Services's JULW Position: Q2 2026 in Review

Mason Investment Advisory Services sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2026, closing a stake of 7,685 shares — an estimated $298K sold.

Mason Investment Advisory Services first reported a position in JULW in Q3 2025 and held it in 3 quarters. The position peaked at $301K in Q4 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Mason Investment Advisory Services reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2026 after selling out during the quarter.
Mason Investment Advisory Services sold 7,685 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $298K.
Mason Investment Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2025 and held it in 3 quarters.
Mason Investment Advisory Services's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $301K in Q4 2025.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.