MML Investors Services
JULW icon

MML Investors Services’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

MML Investors Services’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
Q1 		– Sell
-5,834
Closed -$205K – 2751
2024
Q4 		$205K Sell
5,834
-112
-2% -$3.91K ﹤0.01% 2507
2024
Q3 		$205K Buy
+5,946
New +$201K ﹤0.01% 2430
2024
Q2 		– Sell
-19,291
Closed -$629K – 2520
2024
Q1 		$629K Buy
19,291
+820
+4% +$26.2K ﹤0.01% 1666
2023
Q4 		$576K Buy
+18,471
New +$556K ﹤0.01% 1672

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MML Investors Services's JULW Position: Q1 2025 in Review

MML Investors Services sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2025, closing a stake of 5,834 shares — an estimated $205K sold.

MML Investors Services first reported a position in JULW in Q4 2023 and held it in 4 quarters. The position peaked at $629K in Q1 2024. 56 funds tracked by Wall St. Rank hold JULW as of Q1 2025.

  • MML Investors Services reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2025 after selling out during the quarter.
  • MML Investors Services sold 5,834 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2025, an estimated $205K.
  • MML Investors Services first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2023 and held it in 4 quarters.
  • MML Investors Services's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $629K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2025.

Based on MML Investors Services's 13F filing for Q1 2025, filed 14 May 2025.