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Nations Financial Group’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Nations Financial Group’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
Q1 		$643K Sell
16,580
-503
-3% -$19.7K 0.03% 486
2025
Q4 		$668K Sell
17,083
-197
-1% -$7.62K 0.04% 448
2025
Q3 		$664K Sell
17,280
-392
-2% -$14.8K 0.04% 422
2025
Q2 		$657K Sell
17,672
-565
-3% -$19.8K 0.05% 394
2025
Q1 		$629K Sell
18,237
-7,230
-28% -$255K 0.05% 375
2024
Q4 		$893K Sell
25,467
-1,567
-6% -$54.7K 0.07% 303
2024
Q3 		$934K Sell
27,034
-183
-0.7% -$6.17K 0.07% 297
2024
Q2 		$907K Sell
27,217
-1,348
-5% -$44.3K 0.07% 276
2024
Q1 		$932K Sell
28,565
-10,837
-28% -$346K 0.08% 271
2023
Q4 		$1.23M Sell
39,402
-2,195
-5% -$66.1K 0.11% 209
2023
Q3 		$1.22M Sell
41,597
-1,310
-3% -$39.1K 0.12% 199
2023
Q2 		$1.28M Sell
42,907
-508
-1% -$14.6K 0.13% 196
2023
Q1 		$1.22M Sell
43,415
-1,001
-2% -$27.6K 0.13% 188
2022
Q4 		$1.19M Buy
44,416
+1,673
+4% +$44.7K 0.13% 190
2022
Q3 		$1.1M Buy
42,743
+708
+2% +$19K 0.16% 159
2022
Q2 		$1.11M Buy
42,035
+12,283
+41% +$326K 0.15% 167
2022
Q1 		$809K Buy
+29,752
New +$800K 0.1% 227

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Nations Financial Group's JULW Position: Q1 2026 in Review

Nations Financial Group reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 2.9% in Q1 2026, selling an estimated $19.7K and leaving 16,580 shares worth $643K. The position accounts for 0.03% of the portfolio, ranked #486.

Nations Financial Group first reported a position in JULW in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.28M in Q2 2023. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • Nations Financial Group held 16,580 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $643K as of Q1 2026.
  • Nations Financial Group sold 503 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $19.7K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.03% of Nations Financial Group's portfolio in Q1 2026, its #486 holding.
  • Nations Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2022 and has held it in 17 quarters since.
  • Nations Financial Group's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.28M in Q2 2023.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.