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JULW icon

NBT Bank’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

NBT Bank’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 		$107K Hold
2,630
– – 0.01% 428
2026
Q1 		$102K Hold
2,630
– – 0.01% 427
2025
Q4 		$103K Hold
2,630
– – 0.01% 425
2025
Q3 		$101K Hold
2,630
– – 0.01% 425
2025
Q2 		$97.8K Hold
2,630
– – 0.01% 428
2025
Q1 		$90.6K Hold
2,630
– – 0.01% 428
2024
Q4 		$92.2K Hold
2,630
– – 0.01% 433
2024
Q3 		$90.8K Buy
+2,630
New +$88.7K 0.01% 447

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

NBT Bank's JULW Position: Q2 2026 in Review

NBT Bank held its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) position steady in Q2 2026 at 2,630 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #428.

NBT Bank first reported a position in JULW in Q3 2024 and has held it in 8 quarters since. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • NBT Bank held 2,630 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $107K as of Q2 2026.
  • NBT Bank left its AllianzIM U.S. Equity Buffer20 Jul ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.01% of NBT Bank's portfolio in Q2 2026, its #428 holding.
  • NBT Bank first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2024 and has held it in 8 quarters since.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.