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

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

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

AWMI

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

SWM

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

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. 21 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.
21 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.