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

Merit Financial Group’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	$385K	Hold	9,421	–	–	﹤0.01%	1663
2026 Q1	$366K	Buy	9,421 +1,354	+17%	+$53.1K	﹤0.01%	1551
2025 Q4	$316K	Sell	8,067 -3,400	-30%	-$131K	﹤0.01%	1539
2025 Q3	$440K	Hold	11,467	–	–	﹤0.01%	1259
2025 Q2	$426K	Buy	+11,467	New	+$402K	﹤0.01%	1171

Other funds holding JULW

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's JULW Position: Q2 2026 in Review

Merit Financial Group held its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) position steady in Q2 2026 at 9,421 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Merit Financial Group first reported a position in JULW in Q2 2025 and has held it in 5 quarters since. The position peaked at $440K in Q3 2025. 11 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Merit Financial Group held 9,421 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $385K as of Q2 2026.
Merit Financial Group left its AllianzIM U.S. Equity Buffer20 Jul ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1663 holding.
Merit Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2025 and has held it in 5 quarters since.
Merit Financial Group's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $440K in Q3 2025.
11 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.