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Moors & Cabot’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Moors & Cabot’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
-5,750
Closed -$202K – 904
2024
Q4 		$202K Sell
5,750
-5,000
-47% -$175K 0.01% 809
2024
Q3 		$371K Buy
10,750
+4,600
+75% +$155K 0.02% 594
2024
Q2 		$205K Hold
6,150
– – 0.01% 763
2024
Q1 		$201K Buy
+6,150
New +$196K 0.01% 817

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

Moors & Cabot's JULW Position: Q1 2025 in Review

Moors & Cabot sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2025, closing a stake of 5,750 shares — an estimated $202K sold.

Moors & Cabot first reported a position in JULW in Q1 2024 and held it in 4 quarters. The position peaked at $371K in Q3 2024. 56 funds tracked by Wall St. Rank hold JULW as of Q1 2025.

  • Moors & Cabot reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2025 after selling out during the quarter.
  • Moors & Cabot sold 5,750 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2025, an estimated $202K.
  • Moors & Cabot first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2024 and held it in 4 quarters.
  • Moors & Cabot's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $371K in Q3 2024.
  • 56 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2025.

Based on Moors & Cabot's 13F filing for Q1 2025, filed 8 May 2025.