NBC Securities’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

NBC Securities’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 Q2	–	Sell	-700	Closed	-$24K	–	2498
2025 Q1	$24K	Buy	+700	New	+$24.7K	﹤0.01%	1418
2024 Q4	–	Sell	-700	Closed	-$24K	–	1705
2024 Q3	$24K	Hold	700	–	–	﹤0.01%	1437
2024 Q2	$23K	Hold	700	–	–	﹤0.01%	1401
2024 Q1	$22K	Hold	700	–	–	﹤0.01%	1423
2023 Q4	$21K	Hold	700	–	–	﹤0.01%	1461
2023 Q3	$20K	Buy	+700	New	+$20.9K	﹤0.01%	1447

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

LIWM

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NBC Securities's JULW Position: Q2 2025 in Review

NBC Securities sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2025, closing a stake of 700 shares — an estimated $24K sold.

NBC Securities first reported a position in JULW in Q3 2023 and held it in 6 quarters. The position peaked at $24K in Q1 2025. 57 funds tracked by Wall St. Rank hold JULW as of Q2 2025.

NBC Securities reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2025 after selling out during the quarter.
NBC Securities sold 700 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2025, an estimated $24K.
NBC Securities first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2023 and held it in 6 quarters.
NBC Securities's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $24K in Q1 2025.
57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2025.

Based on NBC Securities's 13F filing for Q2 2025, filed 8 Jul 2025.