Midwest Financial Network’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Midwest Financial Network’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	$785K	Sell	18,920 -2,812	-13%	-$116K	0.54%	56
2026 Q2	$887K	Sell	21,732 -3,277	-13%	-$132K	0.61%	50
2026 Q1	$971K	Sell	25,009 -5,109	-17%	-$200K	0.77%	38
2025 Q4	$1.18M	Sell	30,118 -11,798	-28%	-$456K	0.91%	39
2025 Q3	$1.61M	Buy	41,916 +1,547	+4%	+$58.4K	1.31%	34
2025 Q2	$1.5M	Sell	40,369 -734	-2%	-$25.8K	1.49%	29
2025 Q1	$1.42M	Sell	41,103 -699	-2%	-$24.6K	1.42%	32
2024 Q4	$1.47M	Buy	+41,802	New	+$1.46M	1.52%	31

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return

Midwest Financial Network's JULW Position: Q3 2026 in Review

Midwest Financial Network reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 13% in Q3 2026, selling an estimated $116K and leaving 18,920 shares worth $785K. The position accounts for 0.54% of the portfolio, ranked #56.

Midwest Financial Network first reported a position in JULW in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.61M in Q3 2025. 51 funds tracked by Wall St. Rank hold JULW as of Q3 2026.

Midwest Financial Network held 18,920 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $785K as of Q3 2026.
Midwest Financial Network sold 2,812 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2026, an estimated $116K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.54% of Midwest Financial Network's portfolio in Q3 2026, its #56 holding.
Midwest Financial Network first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2024 and has held it in 8 quarters since.
Midwest Financial Network's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.61M in Q3 2025.
51 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.