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Networth Advisors’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Networth Advisors’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 		$1.43K Sell
35
-3,014
-99% -$121K ﹤0.01% 305
2026
Q1 		$118K Sell
3,049
-274
-8% -$10.7K 0.08% 69
2025
Q4 		$130K Buy
+3,323
New +$128K 0.1% 63

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WFS
WealthGarden F.S. El Segundo, California $176M AUM 21.8% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Networth Advisors's JULW Position: Q2 2026 in Review

Networth Advisors reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 99% in Q2 2026, selling an estimated $121K and leaving 35 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Networth Advisors first reported a position in JULW in Q4 2025 and has held it in 3 quarters since. The position peaked at $130K in Q4 2025. 40 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Networth Advisors held 35 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $1.43K as of Q2 2026.
  • Networth Advisors sold 3,014 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $121K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #305 holding.
  • Networth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $130K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.