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Mid-American Wealth Advisory Group’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Mid-American Wealth Advisory 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
2025
Q3 		– Sell
-70
Closed -$2.6K – 181
2025
Q2 		$2.6K Buy
+70
New +$2.46K ﹤0.01% 257
2024
Q4 		– Sell
-281,077
Closed -$9.71M – 46
2024
Q3 		$9.71M Buy
+281,077
New +$9.48M 6.1% 4

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

Mid-American Wealth Advisory Group's JULW Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q3 2025, closing a stake of 70 shares — an estimated $2.6K sold.

Mid-American Wealth Advisory Group first reported a position in JULW in Q3 2024 and held it in 2 quarters. The position peaked at $9.71M in Q3 2024. 69 funds tracked by Wall St. Rank hold JULW as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 70 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2025, an estimated $2.6K.
  • Mid-American Wealth Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2024 and held it in 2 quarters.
  • Mid-American Wealth Advisory Group's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $9.71M in Q3 2024.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.