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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
Q2 		$711K Buy
17,421
+841
+5% +$33.9K 0.03% 463
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 $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
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
A
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

Nations Financial Group's JULW Position: Q2 2026 in Review

Nations Financial Group increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 5.1% in Q2 2026, buying an estimated $33.9K and bringing the position to 17,421 shares worth $711K. The position accounts for 0.03% of the portfolio, ranked #463.

Nations Financial Group first reported a position in JULW in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.28M in Q2 2023. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Nations Financial Group held 17,421 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $711K as of Q2 2026.
  • Nations Financial Group bought 841 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $33.9K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #463 holding.
  • Nations Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2022 and has held it in 18 quarters since.
  • Nations Financial Group's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.28M in Q2 2023.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.