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 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 $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

Midwest Financial Network's JULW Position: Q2 2026 in Review

Midwest Financial Network reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 13% in Q2 2026, selling an estimated $132K and leaving 21,732 shares worth $887K. The position accounts for 0.61% of the portfolio, ranked #50.

Midwest Financial Network first reported a position in JULW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q3 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Midwest Financial Network held 21,732 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $887K as of Q2 2026.
Midwest Financial Network sold 3,277 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $132K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.61% of Midwest Financial Network's portfolio in Q2 2026, its #50 holding.
Midwest Financial Network first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Financial Network's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.61M in Q3 2025.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.